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Worth Financial Advisory Group’s Seagate STX Stock Holding History

Worth Financial Advisory Group’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,361
Closed -$375K – 171
2025
Q4 		$375K Sell
1,361
-31
-2% -$8.05K 0.18% 126
2025
Q3 		$329K Buy
+1,392
New +$238K 0.18% 113

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Worth Financial Advisory Group's STX Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Seagate (STX) in Q1 2026, closing a stake of 1,361 shares — an estimated $375K sold.

Worth Financial Advisory Group first reported a position in STX in Q3 2025 and held it in 2 quarters. The position peaked at $375K in Q4 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,361 Seagate shares in Q1 2026, an estimated $375K.
  • Worth Financial Advisory Group first reported a position in Seagate in Q3 2025 and held it in 2 quarters.
  • Worth Financial Advisory Group's Seagate position peaked at $375K in Q4 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.