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 Q2	$1.28M	Buy	+1,328	New	+$1.01M	0.53%	50
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Worth Financial Advisory Group's STX Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Seagate (STX) in Q2 2026: 1,328 shares worth $1.28M. The stake represents 0.53% of the portfolio and ranks #50 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in STX as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in STX in Q3 2025 and has held it in 3 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Worth Financial Advisory Group held 1,328 shares of Seagate worth $1.28M as of Q2 2026.
Seagate was a new Worth Financial Advisory Group position in Q2 2026.
Seagate made up 0.53% of Worth Financial Advisory Group's portfolio in Q2 2026, its #50 holding.
Worth Financial Advisory Group first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.