Aries Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $811K | Hold |
4,779
| – | – | 0.16% | 117 |
|
|
2026
Q1 | $605K | Hold |
4,779
| – | – | 0.13% | 131 |
|
|
2025
Q4 | $617K | Hold |
4,779
| – | – | 0.14% | 128 |
|
|
2025
Q3 | $554K | Hold |
4,779
| – | – | 0.13% | 129 |
|
|
2025
Q2 | $508K | Hold |
4,779
| – | – | 0.13% | 136 |
|
|
2025
Q1 | $428K | Sell |
4,779
-500
| -9% | -$47.8K | 0.12% | 150 |
|
|
2024
Q4 | $518K | Hold |
5,279
| – | – | 0.14% | 135 |
|
|
2024
Q3 | $467K | Hold |
5,279
| – | – | 0.13% | 142 |
|
|
2024
Q2 | $391K | Hold |
5,279
| – | – | 0.12% | 139 |
|
|
2024
Q1 | $408K | Hold |
5,279
| – | – | 0.13% | 137 |
|
|
2023
Q4 | $409K | Hold |
5,279
| – | – | 0.15% | 131 |
|
|
2023
Q3 | $346K | Hold |
5,279
| – | – | 0.14% | 136 |
|
|
2023
Q2 | $386K | Hold |
5,279
| – | – | 0.15% | 132 |
|
|
2023
Q1 | $400K | Buy |
5,279
+500
| +10% | +$42.1K | 0.16% | 128 |
|
|
2022
Q4 | $371K | Hold |
4,779
| – | – | 0.16% | 128 |
|
|
2022
Q3 | $354K | Hold |
4,779
| – | – | 0.16% | 126 |
|
|
2022
Q2 | $295K | Buy |
+4,779
| New | +$338K | 0.13% | 129 |
|
|
2022
Q1 | – | Sell |
-4,779
| Closed | -$444K | – | 199 |
|
|
2021
Q4 | $444K | Sell |
4,779
-465
| -9% | -$43.8K | 0.17% | 122 |
|
|
2021
Q3 | $444K | Buy |
5,244
+558
| +12% | +$48.5K | 0.19% | 108 |
|
|
2021
Q2 | $386K | Hold |
4,686
| – | – | 0.17% | 121 |
|
|
2021
Q1 | $406K | Hold |
4,686
| – | – | 0.18% | 110 |
|
|
2020
Q4 | $361K | Hold |
4,686
| – | – | 0.18% | 109 |
|
|
2020
Q3 | $278K | Sell |
4,686
-100
| -2% | -$6.49K | 0.16% | 117 |
|
|
2020
Q2 | $304K | Sell |
4,786
-475
| -9% | -$28.7K | 0.19% | 107 |
|
|
2020
Q1 | $276K | Buy |
5,261
+685
| +15% | +$47.6K | 0.21% | 100 |
|
|
2019
Q4 | $370K | Hold |
4,576
| – | – | 0.23% | 102 |
|
|
2019
Q3 | $269K | Hold |
4,576
| – | – | 0.18% | 115 |
|
|
2019
Q2 | $260K | Hold |
4,576
| – | – | 0.18% | 120 |
|
|
2019
Q1 | $301K | Hold |
4,576
| – | – | 0.23% | 102 |
|
|
2018
Q4 | $289K | Sell |
4,576
-500
| -10% | -$35.8K | 0.31% | 82 |
|
|
2018
Q3 | $425K | Sell |
5,076
-115
| -2% | -$10.1K | 0.38% | 69 |
|
|
2018
Q2 | $458K | Sell |
5,191
-175
| -3% | -$17.4K | 0.42% | 67 |
|
|
2018
Q1 | $536K | Sell |
5,366
-2,520
| -32% | -$264K | 0.52% | 59 |
|
|
2017
Q4 | $849K | Buy |
+7,886
| New | +$754K | 0.78% | 42 |
|
Other funds holding STT
ROTUOC
Aries Wealth Management's STT Position: Q2 2026 in Review
Aries Wealth Management held its State Street (STT) position steady in Q2 2026 at 4,779 shares worth $811K. The position accounts for 0.16% of the portfolio, ranked #117.
Aries Wealth Management first reported a position in STT in Q4 2017 and has held it in 34 quarters since. The position peaked at $849K in Q4 2017. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Aries Wealth Management held 4,779 shares of State Street worth $811K as of Q2 2026.
- Aries Wealth Management left its State Street share count unchanged in Q2 2026.
- State Street made up 0.16% of Aries Wealth Management's portfolio in Q2 2026, its #117 holding.
- Aries Wealth Management first reported a position in State Street in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's State Street position peaked at $849K in Q4 2017.
- 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.