Destination Wealth Management’s State Street STT Stock Holding History

Destination 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	$214K	Buy	+1,261	New	+$194K	0.01%	316
2019 Q3	–	Sell	-760	Closed	-$43K	–	450
2019 Q2	$43K	Hold	760	–	–	﹤0.01%	295
2019 Q1	$50K	Sell	760 -51	-6%	-$3.54K	﹤0.01%	263
2018 Q4	$51K	Hold	811	–	–	﹤0.01%	254
2018 Q3	$68K	Hold	811	–	–	﹤0.01%	250
2018 Q2	$75K	Buy	811 +680	+519%	+$67.4K	﹤0.01%	218
2018 Q1	$7K	Buy	+131	New	+$13.7K	﹤0.01%	428

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

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

Destination Wealth Management opened a new position in State Street (STT) in Q2 2026: 1,261 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in STT as recently as Q2 2019.

Destination Wealth Management first reported a position in STT in Q1 2018 and has held it in 7 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Destination Wealth Management held 1,261 shares of State Street worth $214K as of Q2 2026.
State Street was a new Destination Wealth Management position in Q2 2026.
State Street made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #316 holding.
Destination Wealth Management first reported a position in State Street in Q1 2018 and has held it in 7 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.