Position in STX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,439,260
+$2,707,061 QoQ
Shares Held
3,564
+90.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#692
of 1,934 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in STX Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $85,648,802 across 9 Computer Hardware names. STX ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
119,709 | $51,649,645 | |
| 2 | SNDK |
Sandisk Corp
|
4,891 | $11,120,813 | |
| 3 | WDC |
Western Digital Corp
|
15,962 | $10,195,248 | |
| 4 | ANET |
Arista Networks, Inc.
|
24,412 | $4,147,110 | |
| 5 | STX |
Seagate Technology Holdings plc
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|
3,564 | $3,439,260 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
65,635 | $1,925,074 | |
| 7 | LOGI |
Logitech International S.A.
|
20,079 | $1,888,229 | |
| 8 | HPQ |
Hp Inc
|
48,480 | $1,063,651 |
All Filings in STX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,439,260 | 3,564 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $732,199 | 1,869 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $540,865 | 1,964 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $265,134 | 1,837 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||