XML Financial’s Seagate STX Stock Holding History

XML Financial’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	$363K	Buy	+377	New	+$288K	0.03%	338
2025 Q4	–	Sell	-849	Closed	-$200K	–	460
2025 Q3	$200K	Buy	+849	New	+$145K	0.02%	374

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

XML Financial's STX Position: Q2 2026 in Review

XML Financial opened a new position in Seagate (STX) in Q2 2026: 377 shares worth $363K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings. This is a return to the name: XML Financial previously reported a position in STX as recently as Q3 2025.

XML Financial first reported a position in STX in Q3 2025 and has held it in 2 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

XML Financial held 377 shares of Seagate worth $363K as of Q2 2026.
Seagate was a new XML Financial position in Q2 2026.
Seagate made up 0.03% of XML Financial's portfolio in Q2 2026, its #338 holding.
XML Financial first reported a position in Seagate in Q3 2025 and has held it in 2 quarters since.
1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.