Aprio Wealth Management’s State Street STT Stock Holding History

Aprio 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	$731K	Buy	4,311 +841	+24%	+$130K	0.04%	296
2026 Q1	$439K	Buy	3,470 +581	+20%	+$74.3K	0.02%	392
2025 Q4	$373K	Buy	+2,889	New	+$346K	0.02%	379

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aprio Wealth Management increased its State Street (STT) stake by 24% in Q2 2026, buying an estimated $130K and bringing the position to 4,311 shares worth $731K. The position accounts for 0.04% of the portfolio, ranked #296.

Aprio Wealth Management first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Aprio Wealth Management held 4,311 shares of State Street worth $731K as of Q2 2026.
Aprio Wealth Management bought 841 State Street shares in Q2 2026, an estimated $130K.
State Street made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #296 holding.
Aprio Wealth Management first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.