Position in STX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$366,687
+$114,981 QoQ
Shares Held
936
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in STX Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026SHP Wealth Management holds $1,300,657 across 14 Computer Hardware names. STX ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
3,373 | $553,610 | |
| 2 | STX |
Seagate Technology Holdings plc
This page
|
936 | $366,687 | |
| 3 | ANET |
Arista Networks, Inc.
|
979 | $120,201 | |
| 4 | IONQ |
IonQ, Inc.
|
3,405 | $98,166 | |
| 5 | SNDK |
Sandisk Corp
|
68 | $43,203 | |
| 6 | P |
Everpure, Inc.
|
635 | $37,490 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
1,055 | $24,022 | |
| 8 | HPQ |
Hp Inc
|
1,246 | $23,935 |
All Filings in STX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,687 | 936 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $251,706 | 914 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||