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Copia Wealth Management’s State Street STT Stock Holding History

Copia 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 		$3.05K Hold
18
– – ﹤0.01% 433
2026
Q1 		$2.28K Hold
18
– – ﹤0.01% 429
2025
Q4 		$2.32K Hold
18
– – ﹤0.01% 428
2025
Q3 		$2.09K Hold
18
– – ﹤0.01% 403
2025
Q2 		$1.91K Sell
18
-17
-49% -$1.57K ﹤0.01% 392
2025
Q1 		$3.13K Hold
35
– – ﹤0.01% 364
2024
Q4 		$3.44K Buy
+35
New +$3.31K ﹤0.01% 339

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copia Wealth Management's STT Position: Q2 2026 in Review

Copia Wealth Management held its State Street (STT) position steady in Q2 2026 at 18 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Copia Wealth Management first reported a position in STT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.44K in Q4 2024. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Copia Wealth Management held 18 shares of State Street worth $3.05K as of Q2 2026.
  • Copia Wealth Management left its State Street share count unchanged in Q2 2026.
  • State Street made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Copia Wealth Management first reported a position in State Street in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's State Street position peaked at $3.44K in Q4 2024.
  • 1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.