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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
Q2 		$10.5M Sell
10,889
-422
-4% -$322K 0.65% 38
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 $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

Sound View Wealth Advisors Group's STX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Seagate (STX) stake by 3.7% in Q2 2026, selling an estimated $322K and leaving 10,889 shares worth $10.5M. The position accounts for 0.65% of the portfolio, ranked #38.

Sound View Wealth Advisors Group first reported a position in STX in Q4 2024 and has held it in 7 quarters since. 1,962 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Sound View Wealth Advisors Group held 10,889 shares of Seagate worth $10.5M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 422 Seagate shares in Q2 2026, an estimated $322K.
  • Seagate made up 0.65% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #38 holding.
  • Sound View Wealth Advisors Group first reported a position in Seagate in Q4 2024 and has held it in 7 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.