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Crowley Wealth Management’s State Street STT Stock Holding History

Crowley 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
2025
Q4 		– Sell
-704
Closed -$81.7K – 306
2025
Q3 		$81.7K Hold
704
– – 0.07% 119
2025
Q2 		$74.9K Hold
704
– – 0.07% 119
2025
Q1 		$63K Hold
704
– – 0.06% 125
2024
Q4 		$69.1K Buy
+704
New +$66.7K 0.06% 118

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crowley Wealth Management's STT Position: Q4 2025 in Review

Crowley Wealth Management sold out of State Street (STT) in Q4 2025, closing a stake of 704 shares — an estimated $81.7K sold.

Crowley Wealth Management first reported a position in STT in Q4 2024 and held it in 4 quarters. The position peaked at $81.7K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold STT as of Q4 2025.

  • Crowley Wealth Management reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 704 State Street shares in Q4 2025, an estimated $81.7K.
  • Crowley Wealth Management first reported a position in State Street in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's State Street position peaked at $81.7K in Q3 2025.
  • 1,096 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.