Envestnet Portfolio Solutions’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
6,859
+3,529
+106% +$544K 0.01% 646
2026
Q1
$421K Sell
3,330
-1,268
-28% -$162K ﹤0.01% 973
2025
Q4
$593K Buy
4,598
+106
+2% +$12.7K ﹤0.01% 983
2025
Q3
$521K Buy
4,492
+530
+13% +$59.2K ﹤0.01% 1011
2025
Q2
$421K Buy
3,962
+47
+1% +$4.35K ﹤0.01% 1171
2025
Q1
$351K Sell
3,915
-2,125
-35% -$203K ﹤0.01% 1218
2024
Q4
$593K Sell
6,040
-1,498
-20% -$142K ﹤0.01% 1154
2024
Q3
$667K Buy
7,538
+124
+2% +$10.2K ﹤0.01% 1058
2024
Q2
$549K Sell
7,414
-868
-10% -$64.7K ﹤0.01% 1100
2024
Q1
$640K Buy
8,282
+839
+11% +$62.2K ﹤0.01% 1009
2023
Q4
$577K Buy
7,443
+456
+7% +$31.8K ﹤0.01% 990
2023
Q3
$468K Buy
+6,987
New +$493K ﹤0.01% 1014

Other funds holding STT

Envestnet Portfolio Solutions's STT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street (STT) stake by 106% in Q2 2026, buying an estimated $544K and bringing the position to 6,859 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #646.

Envestnet Portfolio Solutions first reported a position in STT in Q3 2023 and has held it in 12 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,859 shares of State Street worth $1.16M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 3,529 State Street shares in Q2 2026, an estimated $544K.
  • State Street made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #646 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street in Q3 2023 and has held it in 12 quarters since.
  • 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.