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Choate Investment Advisors’s State Street STT Stock Holding History

Choate Investment 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
Q1 		$407K Sell
3,212
-302
-9% -$38.6K 0.01% 328
2025
Q4 		$453K Sell
3,514
-287
-8% -$34.4K 0.01% 315
2025
Q3 		$441K Buy
3,801
+55
+1% +$6.14K 0.01% 300
2025
Q2 		$398K Sell
3,746
-1,380
-27% -$128K 0.01% 296
2025
Q1 		$459K Sell
5,126
-213
-4% -$20.3K 0.01% 267
2024
Q4 		$524K Sell
5,339
-2,978
-36% -$282K 0.01% 264
2024
Q3 		$736K Sell
8,317
-31
-0.4% -$2.56K 0.02% 223
2024
Q2 		$618K Buy
8,348
+800
+11% +$59.6K 0.02% 237
2024
Q1 		$584K Sell
7,548
-160
-2% -$11.9K 0.02% 254
2023
Q4 		$597K Buy
7,708
+1,562
+25% +$109K 0.02% 230
2023
Q3 		$412K Buy
6,146
+223
+4% +$15.7K 0.02% 263
2023
Q2 		$433K Hold
5,923
– – 0.02% 219
2023
Q1 		$448K Sell
5,923
-208
-3% -$17.5K 0.02% 195
2022
Q4 		$476K Sell
6,131
-99
-2% -$7.29K 0.03% 186
2022
Q3 		$379K Sell
6,230
-72
-1% -$4.92K 0.03% 185
2022
Q2 		$389K Hold
6,302
– – 0.02% 192
2022
Q1 		$549K Buy
6,302
+59
+0.9% +$5.46K 0.03% 188
2021
Q4 		$580K Sell
6,243
-132
-2% -$12.4K 0.03% 171
2021
Q3 		$540K Sell
6,375
-705
-10% -$61.3K 0.03% 172
2021
Q2 		$582K Sell
7,080
-62
-0.9% -$5.23K 0.04% 167
2021
Q1 		$600K Sell
7,142
-48
-0.7% -$3.72K 0.04% 159
2020
Q4 		$523K Sell
7,190
-53
-0.7% -$3.6K 0.03% 160
2020
Q3 		$430K Sell
7,243
-221
-3% -$14.3K 0.03% 169
2020
Q2 		$474K Sell
7,464
-2,653
-26% -$160K 0.03% 153
2020
Q1 		$539K Sell
10,117
-120
-1% -$8.34K 0.04% 145
2019
Q4 		$810K Hold
10,237
– – 0.05% 124
2019
Q3 		$606K Buy
10,237
+31
+0.3% +$1.72K 0.04% 143
2019
Q2 		$572K Sell
10,206
-99
-1% -$6.15K 0.03% 147
2019
Q1 		$678K Buy
10,305
+449
+5% +$31.1K 0.04% 139
2018
Q4 		$622K Sell
9,856
-548
-5% -$39.3K 0.04% 133
2018
Q3 		$872K Buy
10,404
+399
+4% +$35.1K 0.05% 107
2018
Q2 		$931K Sell
10,005
-242
-2% -$24K 0.05% 119
2018
Q1 		$1.02M Sell
10,247
-1,050
-9% -$110K 0.05% 119
2017
Q4 		$1.1M Sell
11,297
-532
-4% -$50.9K 0.06% 121
2017
Q3 		$1.13M Sell
11,829
-160
-1% -$14.9K 0.06% 117
2017
Q2 		$1.08M Sell
11,989
-340
-3% -$28.3K 0.06% 111
2017
Q1 		$982K Sell
12,329
-37
-0.3% -$2.94K 0.06% 119
2016
Q4 		$961K Hold
12,366
– – 0.06% 114
2016
Q3 		$861K Sell
12,366
-90
-0.7% -$5.88K 0.06% 122
2016
Q2 		$672K Sell
12,456
-160
-1% -$9.56K 0.05% 125
2016
Q1 		$738K Sell
12,616
-264
-2% -$15K 0.05% 121
2015
Q4 		$1.01M Sell
12,880
-323
-2% -$22.4K 0.07% 118
2015
Q3 		$887K Hold
13,203
– – 0.06% 108
2015
Q2 		$1.02M Buy
13,203
+523
+4% +$40.7K 0.06% 109
2015
Q1 		$932K Sell
12,680
-200
-2% -$15K 0.05% 122
2014
Q4 		$1.01M Sell
12,880
-675
-5% -$50.7K 0.06% 117
2014
Q3 		$998K Sell
13,555
-4,490
-25% -$320K 0.06% 121
2014
Q2 		$1.21M Sell
18,045
-270
-1% -$17.8K 0.07% 109
2014
Q1 		$1.27M Sell
18,315
-320
-2% -$22.1K 0.08% 105
2013
Q4 		$1.37M Sell
18,635
-285
-2% -$20K 0.09% 102
2013
Q3 		$1.24M Sell
18,920
-3,075
-14% -$210K 0.09% 107
2013
Q2 		$1.43M Buy
+21,995
New +$1.37M 0.12% 94

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Choate Investment Advisors's STT Position: Q1 2026 in Review

Choate Investment Advisors reduced its State Street (STT) stake by 8.6% in Q1 2026, selling an estimated $38.6K and leaving 3,212 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #328.

Choate Investment Advisors first reported a position in STT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q2 2013. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Choate Investment Advisors held 3,212 shares of State Street worth $407K as of Q1 2026.
  • Choate Investment Advisors sold 302 State Street shares in Q1 2026, an estimated $38.6K.
  • State Street made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #328 holding.
  • Choate Investment Advisors first reported a position in State Street in Q2 2013 and has held it in 52 quarters since.
  • Choate Investment Advisors's State Street position peaked at $1.43M in Q2 2013.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.