Atlantic Edge Private 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
$488K Buy
2,878
+75
+3% +$11.6K 0.1% 106
2026
Q1
$355K Hold
2,803
0.09% 108
2025
Q4
$362K Sell
2,803
-75
-3% -$8.98K 0.09% 104
2025
Q3
$334K Hold
2,878
0.09% 107
2025
Q2
$306K Sell
2,878
-200
-6% -$18.5K 0.08% 111
2025
Q1
$276K Sell
3,078
-35
-1% -$3.34K 0.08% 114
2024
Q4
$306K Hold
3,113
0.09% 110
2024
Q3
$275K Sell
3,113
-75
-2% -$6.18K 0.08% 115
2024
Q2
$236K Buy
3,188
+85
+3% +$6.33K 0.08% 114
2024
Q1
$240K Hold
3,103
0.08% 116
2023
Q4
$240K Buy
+3,103
New +$216K 0.1% 114

Other funds holding STT

Atlantic Edge Private Wealth Management's STT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its State Street (STT) stake by 2.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,878 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #106.

Atlantic Edge Private Wealth Management first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 2,878 shares of State Street worth $488K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 75 State Street shares in Q2 2026, an estimated $11.6K.
  • State Street made up 0.1% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Atlantic Edge Private Wealth Management first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.