Activest Wealth Management
STT icon

Activest Wealth Management’s State Street STT Stock Holding History

Activest Wealth Management’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
Q3 		– Sell
-22
Closed -$3.73K – 1335
2026
Q2 		$3.73K Sell
22
-39
-64% -$6.01K ﹤0.01% 761
2026
Q1 		$7.72K Buy
+61
New +$7.8K ﹤0.01% 738
2025
Q4 		– Sell
-60
Closed -$6.96K – 1293
2025
Q3 		$6.96K Sell
60
-943
-94% -$105K ﹤0.01% 582
2025
Q2 		$107K Buy
1,003
+976
+3,615% +$90.3K 0.03% 141
2025
Q1 		$2.42K Buy
+27
New +$2.58K ﹤0.01% 625

Other funds holding STT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Activest Wealth Management's STT Position: Q3 2026 in Review

Activest Wealth Management sold out of State Street (STT) in Q3 2026, closing a stake of 22 shares — an estimated $3.73K sold.

Activest Wealth Management first reported a position in STT in Q1 2025 and held it in 5 quarters. The position peaked at $107K in Q2 2025. 1,114 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Activest Wealth Management reported no remaining State Street position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 22 State Street shares in Q3 2026, an estimated $3.73K.
  • Activest Wealth Management first reported a position in State Street in Q1 2025 and held it in 5 quarters.
  • Activest Wealth Management's State Street position peaked at $107K in Q2 2025.
  • 1,114 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.