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Integrated Wealth Concepts’s Seagate STX Stock Holding History

Integrated Wealth Concepts’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 		$7.68M Sell
7,959
-1,166
-13% -$889K 0.05% 356
2026
Q1 		$3.57M Buy
9,125
+5,964
+189% +$2.28M 0.03% 536
2025
Q4 		$870K Sell
3,161
-1,999
-39% -$519K 0.01% 836
2025
Q3 		$1.22M Sell
5,160
-4,241
-45% -$724K 0.01% 879
2025
Q2 		$1.36M Buy
9,401
+2,224
+31% +$230K 0.01% 774
2025
Q1 		$610K Buy
7,177
+4,499
+168% +$425K 0.01% 1057
2024
Q4 		$231K Sell
2,678
-101
-4% -$10.2K ﹤0.01% 1525
2024
Q3 		$304K Sell
2,779
-1,219
-30% -$125K ﹤0.01% 1338
2024
Q2 		$413K Sell
3,998
-419
-9% -$39.1K 0.01% 1144
2024
Q1 		$411K Buy
4,417
+254
+6% +$22.3K 0.01% 1139
2023
Q4 		$355K Sell
4,163
-343
-8% -$25.6K 0.01% 1171
2023
Q3 		$297K Sell
4,506
-182
-4% -$11.7K 0.01% 1234
2023
Q2 		$290K Buy
4,688
+769
+20% +$47K 0.01% 1240
2023
Q1 		$259K Buy
+3,919
New +$249K 0.01% 1123
2022
Q3 		– Sell
-5,420
Closed -$387K – 1013
2022
Q2 		$387K Buy
+5,420
New +$440K 0.01% 673
2022
Q1 		– Sell
-5,147
Closed -$582K – 1046
2021
Q4 		$582K Buy
5,147
+632
+14% +$61.4K 0.02% 580
2021
Q3 		$373K Buy
4,515
+222
+5% +$19.3K 0.01% 655
2021
Q2 		$377K Buy
4,293
+1,098
+34% +$98.9K 0.01% 602
2021
Q1 		$245K Buy
+3,195
New +$222K 0.01% 640

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's STX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Seagate (STX) stake by 13% in Q2 2026, selling an estimated $889K and leaving 7,959 shares worth $7.68M. The position accounts for 0.05% of the portfolio, ranked #356.

Integrated Wealth Concepts first reported a position in STX in Q1 2021 and has held it in 19 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Integrated Wealth Concepts held 7,959 shares of Seagate worth $7.68M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,166 Seagate shares in Q2 2026, an estimated $889K.
  • Seagate made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #356 holding.
  • Integrated Wealth Concepts first reported a position in Seagate in Q1 2021 and has held it in 19 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.