Summit Financial Wealth Advisors, LLC STX — SEAGATE TECHNOLOGY HLDNGS PL

Ownership history in Summit Financial Wealth Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

Summit Financial Wealth Advisors, LLC reported SEAGATE TECHNOLOGY HLDNGS PL (STX) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows STX at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial Wealth Advisors, LLC's position in SEAGATE TECHNOLOGY HLDNGS PL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STX stock page Summit Financial Wealth Advisors, LLC fund profile Summit Financial Wealth Advisors, LLC full holdings
How Summit Financial Wealth Advisors, LLC held STX — position size vs. price
% of Fund (quarterly)    STX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 709 -680 -49.0% 0.09% $684K 2026-07-15 $827.64
2026 Q1 REDUCED 29.0% +147.4% ❌ 1,389 -568 -29.0% 0.08% $544K 2026-05-26 $844.48
2025 Q4 REDUCED 10.8% +42.5% ❌ 1,957 -236 -10.8% 0.08% $539K 2026-01-27 $370.55
2025 Q3 REDUCED 22.8% +19.5% ❌ 2,193 -646 -22.8% 0.09% $563K 2025-10-03 $251.31
2025 Q2 REDUCED 5.5% +58.8% ❌ 2,839 -166 -5.5% 0.07% $410K 2025-09-29 $227.08
2025 Q1 UNCHANGED — — — 3,005 — 0% 0.05% $255K 2025-05-14 $103.69
2024 Q4 UNCHANGED — — — 3,005 — 0% 0.05% $281K 2025-02-13 $99.22
2024 Q3 UNCHANGED — — — 3,005 — 0% 0.06% $329K 2024-11-13 $95.38
2024 Q2 UNCHANGED — — — 3,005 — 0% 0.06% $310K 2024-08-12 $92.39
2024 Q1 REDUCED 6.2% +10.8% ❌ 3,005 -200 -6.2% 0.06% $280K 2024-05-02 $82.64
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STX

As of 2026 Q2 — sorted by position size

Atalan Capital Partners, LP 3Y 7Y 33.92% Central Asset Investments & Management Holdings (HK) Ltd 3Y 7Y 22.95% Trivest Advisors Ltd 3Y 22.38% Aufman Associates Inc 3Y 19.47% Twin Lakes Capital Management, LLC 3Y 17.94% Panoramic Capital, LLC 16.72% Amanah Holdings Trust 16.42% CACTI ASSET MANAGEMENT LLC 3Y 7Y 15.87% Rivermont Capital Management LP 3Y 15.56% KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3Y 13.41%

FAQ About Summit Financial Wealth Advisors, LLC and STX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Financial Wealth Advisors, LLC reported owning STX?

Summit Financial Wealth Advisors, LLC reported STX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported STX position in Summit Financial Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for STX was 0.09% in 2026 Q2.

What is the latest reported STX position on this page?

The most recent filing on this page is 2026 Q2, when Summit Financial Wealth Advisors, LLC reported 709 shares, equal to 0.09% of portfolio, with an estimated market value of $684K.

What does the chart on this STX ownership page compare?

The chart compares Summit Financial Wealth Advisors, LLC's quarterly STX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Financial Wealth Advisors, LLC time their STX position?

Based on 13F filing dates vs. subsequent STX price moves, Summit Financial Wealth Advisors, LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on STX relative to SPY over the holding period was +154.7%.

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