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DiNuzzo Private Wealth’s State Street STT Stock Holding History

DiNuzzo Private 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 		$5.6K Hold
33
– – ﹤0.01% 383
2026
Q1 		$4.18K Hold
33
– – ﹤0.01% 419
2025
Q4 		$4.26K Hold
33
– – ﹤0.01% 415
2025
Q3 		$3.79K Hold
33
– – ﹤0.01% 430
2025
Q2 		$3.51K Hold
33
– – ﹤0.01% 452
2025
Q1 		$2.96K Buy
33
+1
+3% +$96 ﹤0.01% 473
2024
Q4 		$3.14K Hold
32
– – ﹤0.01% 448
2024
Q3 		$2.83K Buy
32
+2
+7% +$165 ﹤0.01% 493
2024
Q2 		$2.22K Buy
30
+4
+15% +$298 ﹤0.01% 488
2024
Q1 		$2.01K Buy
26
+1
+4% +$74 ﹤0.01% 467
2023
Q4 		$1.94K Buy
+25
New +$1.74K ﹤0.01% 449

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

DiNuzzo Private Wealth's STT Position: Q2 2026 in Review

DiNuzzo Private Wealth held its State Street (STT) position steady in Q2 2026 at 33 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

DiNuzzo Private Wealth first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • DiNuzzo Private Wealth held 33 shares of State Street worth $5.6K as of Q2 2026.
  • DiNuzzo Private Wealth left its State Street share count unchanged in Q2 2026.
  • State Street made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #383 holding.
  • DiNuzzo Private Wealth first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.