Azimuth Capital Investment Management’s State Street STT Stock Holding History

Azimuth Capital Investment 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 Q1	$12.9M	Buy	102,169 +3,305	+3%	+$423K	0.49%	68
2025 Q4	$12.8M	Sell	98,864 -8,243	-8%	-$987K	0.46%	67
2025 Q3	$12.4M	Sell	107,107 -751	-0.7%	-$83.8K	0.45%	71
2025 Q2	$11.5M	Sell	107,858 -8,247	-7%	-$763K	0.43%	75
2025 Q1	$10.4M	Buy	116,105 +2,985	+3%	+$285K	0.41%	78
2024 Q4	$11.1M	Buy	113,120 +5,430	+5%	+$514K	0.43%	70
2024 Q3	$9.53M	Buy	107,690 +4,069	+4%	+$336K	0.37%	91
2024 Q2	$7.67M	Buy	103,621 +34,286	+49%	+$2.56M	0.31%	104
2024 Q1	$5.36M	Buy	+69,335	New	+$5.14M	0.22%	139

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Azimuth Capital Investment Management's STT Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its State Street (STT) stake by 3.3% in Q1 2026, buying an estimated $423K and bringing the position to 102,169 shares worth $12.9M. The position accounts for 0.49% of the portfolio, ranked #68.

Azimuth Capital Investment Management first reported a position in STT in Q1 2024 and has held it in 9 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Azimuth Capital Investment Management held 102,169 shares of State Street worth $12.9M as of Q1 2026.
Azimuth Capital Investment Management bought 3,305 State Street shares in Q1 2026, an estimated $423K.
State Street made up 0.49% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #68 holding.
Azimuth Capital Investment Management first reported a position in State Street in Q1 2024 and has held it in 9 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.