Atlas Capital Advisors’s State Street STT Stock Holding History

Atlas Capital Advisors’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	$946K	Sell	5,578 -20	-0.4%	-$3.08K	0.1%	173
2026 Q1	$708K	Buy	5,598 +5,554	+12,623%	+$710K	0.08%	197
2025 Q4	$5.68K	Buy	+44	New	+$5.27K	﹤0.01%	793
2025 Q2	$4.25K	Hold	40	–	–	﹤0.01%	823
2025 Q1	$3.58K	Hold	40	–	–	﹤0.01%	872
2024 Q4	$3.93K	Hold	40	–	–	﹤0.01%	837
2024 Q3	$3.54K	Hold	40	–	–	﹤0.01%	796
2024 Q2	$2.96K	Hold	40	–	–	﹤0.01%	806
2024 Q1	$3.09K	Hold	40	–	–	﹤0.01%	789
2023 Q4	$3.1K	Hold	40	–	–	﹤0.01%	811
2023 Q3	$2.68K	Hold	40	–	–	﹤0.01%	791
2023 Q2	$2.93K	Sell	40 -155	-79%	-$11.1K	﹤0.01%	808
2023 Q1	$14.8K	Hold	195	–	–	﹤0.01%	716
2022 Q4	$15.1K	Buy	195 +155	+388%	+$11.4K	﹤0.01%	686
2022 Q3	$2.43K	Sell	40 -100	-71%	-$6.83K	﹤0.01%	830
2022 Q2	$8.63K	Hold	140	–	–	﹤0.01%	773
2022 Q1	$12.2K	Hold	140	–	–	﹤0.01%	680
2021 Q4	$13K	Hold	140	–	–	﹤0.01%	681
2021 Q3	$11.9K	Hold	140	–	–	﹤0.01%	700
2021 Q2	$11.5K	Buy	140 +40	+40%	+$3.38K	﹤0.01%	722
2021 Q1	$8.4K	Sell	100 -1,405	-93%	-$109K	﹤0.01%	701
2020 Q4	$110K	Buy	+1,505	New	+$102K	0.02%	380
2020 Q3	–	Sell	-2,013	Closed	-$128K	–	558
2020 Q2	$128K	Sell	2,013 -1,271	-39%	-$76.7K	0.03%	368
2020 Q1	$175K	Buy	+3,284	New	+$228K	0.05%	288
2018 Q3	–	Sell	-328	Closed	-$30.7K	–	563
2018 Q2	$30.7K	Sell	328 -635	-66%	-$63K	0.01%	422
2018 Q1	$96K	Buy	+963	New	+$101K	0.03%	351

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

Atlas Capital Advisors's STT Position: Q2 2026 in Review

Atlas Capital Advisors reduced its State Street (STT) stake by 0.36% in Q2 2026, selling an estimated $3.08K and leaving 5,578 shares worth $946K. The position accounts for 0.1% of the portfolio, ranked #173.

Atlas Capital Advisors first reported a position in STT in Q1 2018 and has held it in 26 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Atlas Capital Advisors held 5,578 shares of State Street worth $946K as of Q2 2026.
Atlas Capital Advisors sold 20 State Street shares in Q2 2026, an estimated $3.08K.
State Street made up 0.1% of Atlas Capital Advisors's portfolio in Q2 2026, its #173 holding.
Atlas Capital Advisors first reported a position in State Street in Q1 2018 and has held it in 26 quarters since.
1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.