Contravisory Investment Management’s State Street STT Stock Holding History

Contravisory 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 Q2	$106K	Sell	626 -29	-4%	-$4.47K	0.02%	229
2026 Q1	$82.9K	Sell	655 -3,539	-84%	-$453K	0.02%	243
2025 Q4	$541K	Sell	4,194 -83	-2%	-$9.94K	0.11%	139
2025 Q3	$496K	Buy	+4,277	New	+$477K	0.1%	151
2020 Q3	–	Sell	-5,035	Closed	-$324K	–	277
2020 Q2	$324K	Buy	+5,035	New	+$304K	0.12%	91

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

AAMU

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

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Contravisory Investment Management's STT Position: Q2 2026 in Review

Contravisory Investment Management reduced its State Street (STT) stake by 4.4% in Q2 2026, selling an estimated $4.47K and leaving 626 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #229.

Contravisory Investment Management first reported a position in STT in Q2 2020 and has held it in 5 quarters since. The position peaked at $541K in Q4 2025. 250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Contravisory Investment Management held 626 shares of State Street worth $106K as of Q2 2026.
Contravisory Investment Management sold 29 State Street shares in Q2 2026, an estimated $4.47K.
State Street made up 0.02% of Contravisory Investment Management's portfolio in Q2 2026, its #229 holding.
Contravisory Investment Management first reported a position in State Street in Q2 2020 and has held it in 5 quarters since.
Contravisory Investment Management's State Street position peaked at $541K in Q4 2025.
250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.