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Congress Wealth Management’s Seagate STX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$492K Sell
3,412
-1,442
-30% -$149K ﹤0.01% 932
2025
Q1 		$413K Buy
+4,854
New +$459K 0.01% 866

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's STX Position: Q2 2025 in Review

Congress Wealth Management reduced its Seagate (STX) stake by 30% in Q2 2025, selling an estimated $149K and leaving 3,412 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Congress Wealth Management first reported a position in STX in Q1 2025 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold STX as of Q2 2025.

  • Congress Wealth Management held 3,412 shares of Seagate worth $492K as of Q2 2025.
  • Congress Wealth Management sold 1,442 Seagate shares in Q2 2025, an estimated $149K.
  • Seagate made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #932 holding.
  • Congress Wealth Management first reported a position in Seagate in Q1 2025 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held Seagate as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.