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Angeles Wealth Management’s State Street STT Stock Holding History

Angeles 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
Q1 		$296K Buy
2,340
+106
+5% +$13.6K 0.02% 320
2025
Q4 		$288K Buy
2,234
+49
+2% +$5.87K 0.02% 302
2025
Q3 		$253K Buy
2,185
+46
+2% +$5.13K 0.02% 287
2025
Q2 		$227K Buy
+2,139
New +$198K 0.02% 303
2022
Q2 		– Sell
-2,453
Closed -$214K – 217
2022
Q1 		$214K Buy
+2,453
New +$227K 0.04% 155

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Angeles Wealth Management's STT Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street (STT) stake by 4.7% in Q1 2026, buying an estimated $13.6K and bringing the position to 2,340 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #320.

Angeles Wealth Management first reported a position in STT in Q1 2022 and has held it in 5 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Angeles Wealth Management held 2,340 shares of State Street worth $296K as of Q1 2026.
  • Angeles Wealth Management bought 106 State Street shares in Q1 2026, an estimated $13.6K.
  • State Street made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Angeles Wealth Management first reported a position in State Street in Q1 2022 and has held it in 5 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.