Curio Wealth’s State Street STT Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$253	–	990
2026 Q1	$253	Buy	+2	New	+$256	﹤0.01%	691

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's STT Position: Q2 2026 in Review

Curio Wealth sold out of State Street (STT) in Q2 2026, closing a stake of 2 shares — an estimated $253 sold.

Curio Wealth first reported a position in STT in Q1 2026 and held it in 1 quarter. The position peaked at $253 in Q1 2026. 1,248 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Curio Wealth reported no remaining State Street position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 State Street shares in Q2 2026, an estimated $253.
Curio Wealth first reported a position in State Street in Q1 2026 and held it in 1 quarter.
Curio Wealth's State Street position peaked at $253 in Q1 2026.
1,248 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.