Beaird Harris Wealth Management’s State Street STT Stock Holding History

Beaird Harris 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	$5.6K	Hold	33	–	–	﹤0.01%	436
2026 Q1	$4.18K	Hold	33	–	–	﹤0.01%	431
2025 Q4	$4.26K	Hold	33	–	–	﹤0.01%	450
2025 Q3	$3.83K	Buy	33 +8	+32%	+$893	﹤0.01%	449
2025 Q2	$2.66K	Buy	+25	New	+$2.31K	﹤0.01%	474
2024 Q3	–	Sell	-60	Closed	-$4.44K	–	688
2024 Q2	$4.44K	Hold	60	–	–	﹤0.01%	459
2024 Q1	$4.64K	Hold	60	–	–	﹤0.01%	394
2023 Q4	$4.65K	Hold	60	–	–	﹤0.01%	390
2023 Q3	$4.02K	Hold	60	–	–	﹤0.01%	322
2023 Q2	$4.39K	Hold	60	–	–	﹤0.01%	329
2023 Q1	$4.54K	Sell	60 -33	-35%	-$2.78K	﹤0.01%	325
2022 Q4	$7.21K	Buy	93 +33	+55%	+$2.43K	﹤0.01%	367
2022 Q3	$4K	Buy	+60	New	+$4.1K	﹤0.01%	361
2022 Q2	–	Sell	-60	Closed	-$5K	–	586
2022 Q1	$5K	Sell	60 -500	-89%	-$46.3K	﹤0.01%	430
2021 Q4	$52K	Buy	+560	New	+$52.8K	0.02%	231

Other funds holding STT

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Beaird Harris Wealth Management's STT Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street (STT) position steady in Q2 2026 at 33 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Beaird Harris Wealth Management first reported a position in STT in Q4 2021 and has held it in 15 quarters since. The position peaked at $52K in Q4 2021. 182 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Beaird Harris Wealth Management held 33 shares of State Street worth $5.6K as of Q2 2026.
Beaird Harris Wealth Management left its State Street share count unchanged in Q2 2026.
State Street made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #436 holding.
Beaird Harris Wealth Management first reported a position in State Street in Q4 2021 and has held it in 15 quarters since.
Beaird Harris Wealth Management's State Street position peaked at $52K in Q4 2021.
182 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.