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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
Q2 		$423K Buy
2,496
+156
+7% +$24.1K 0.02% 308
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Wealth Management's STT Position: Q2 2026 in Review

Angeles Wealth Management increased its State Street (STT) stake by 6.7% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,496 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #308.

Angeles Wealth Management first reported a position in STT in Q1 2022 and has held it in 6 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Angeles Wealth Management held 2,496 shares of State Street worth $423K as of Q2 2026.
  • Angeles Wealth Management bought 156 State Street shares in Q2 2026, an estimated $24.1K.
  • State Street made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Angeles Wealth Management first reported a position in State Street in Q1 2022 and has held it in 6 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.