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Sound View Wealth Advisors Group’s Seagate STX Stock Holding History

Sound View Wealth Advisors 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
Q1 		$4.43M Sell
11,311
-808
-7% -$308K 0.3% 77
2025
Q4 		$3.34M Sell
12,119
-723
-6% -$188K 0.22% 98
2025
Q3 		$3.03M Sell
12,842
-125
-1% -$21.3K 0.21% 106
2025
Q2 		$1.87M Sell
12,967
-3,484
-21% -$361K 0.14% 137
2025
Q1 		$1.4M Buy
16,451
+2,655
+19% +$251K 0.11% 147
2024
Q4 		$1.19M Buy
+13,796
New +$1.39M 0.1% 165

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors Group's STX Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Seagate (STX) stake by 6.7% in Q1 2026, selling an estimated $308K and leaving 11,311 shares worth $4.43M. The position accounts for 0.3% of the portfolio, ranked #77.

Sound View Wealth Advisors Group first reported a position in STX in Q4 2024 and has held it in 6 quarters since. 1,457 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Sound View Wealth Advisors Group held 11,311 shares of Seagate worth $4.43M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 808 Seagate shares in Q1 2026, an estimated $308K.
  • Seagate made up 0.3% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #77 holding.
  • Sound View Wealth Advisors Group first reported a position in Seagate in Q4 2024 and has held it in 6 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.