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Ethos Financial Group’s Seagate STX Stock Holding History

Ethos Financial Group’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 		$210K Sell
275
-374
-58% -$285K 0.01% 568
2026
Q1 		$255K Buy
+649
New +$248K 0.02% 439
2025
Q3 		– Sell
-5,470
Closed -$793K – 526
2025
Q2 		$793K Buy
+5,470
New +$566K 0.07% 197

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ethos Financial Group's STX Position: Q2 2026 in Review

Ethos Financial Group reduced its Seagate (STX) stake by 58% in Q2 2026, selling an estimated $285K and leaving 275 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #568.

Ethos Financial Group first reported a position in STX in Q2 2025 and has held it in 3 quarters since. The position peaked at $793K in Q2 2025. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Ethos Financial Group held 275 shares of Seagate worth $210K as of Q2 2026.
  • Ethos Financial Group sold 374 Seagate shares in Q2 2026, an estimated $285K.
  • Seagate made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #568 holding.
  • Ethos Financial Group first reported a position in Seagate in Q2 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's Seagate position peaked at $793K in Q2 2025.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.