AWA
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Aaron Wealth Advisors’s State Street STT Stock Holding History

Aaron Wealth Advisors’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
12,146
+682
+6% +$105K 0.1% 124
2026
Q1 		$1.45M Buy
11,464
+56
+0.5% +$7.16K 0.08% 150
2025
Q4 		$1.47M Buy
11,408
+1,090
+11% +$131K 0.08% 173
2025
Q3 		$1.2M Buy
10,318
+7,671
+290% +$856K 0.07% 194
2025
Q2 		$281K Buy
2,647
+304
+13% +$28.1K 0.03% 374
2025
Q1 		$210K Sell
2,343
-77
-3% -$7.36K 0.02% 425
2024
Q4 		$238K Buy
+2,420
New +$229K 0.03% 379
2022
Q2 		– Sell
-42,775
Closed -$491K – 759
2022
Q1 		$491K Buy
+42,775
New +$3.96M 0.01% 522

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Aaron Wealth Advisors's STT Position: Q2 2026 in Review

Aaron Wealth Advisors increased its State Street (STT) stake by 5.9% in Q2 2026, buying an estimated $105K and bringing the position to 12,146 shares worth $2.06M. The position accounts for 0.1% of the portfolio, ranked #124.

Aaron Wealth Advisors first reported a position in STT in Q1 2022 and has held it in 8 quarters since. 247 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Aaron Wealth Advisors held 12,146 shares of State Street worth $2.06M as of Q2 2026.
  • Aaron Wealth Advisors bought 682 State Street shares in Q2 2026, an estimated $105K.
  • State Street made up 0.1% of Aaron Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Aaron Wealth Advisors first reported a position in State Street in Q1 2022 and has held it in 8 quarters since.
  • 247 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.