Evelyn Partners Investment Management Services’s State Street STT Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$41.1K	Hold	325	–	–	﹤0.01%	189
2025 Q4	$41.9K	Sell	325 -5	-2%	-$599	0.01%	184
2025 Q3	$38.3K	Sell	330 -30	-8%	-$3.35K	0.01%	196
2025 Q2	$38.3K	Hold	360	–	–	0.01%	182
2025 Q1	$32.2K	Hold	360	–	–	0.01%	187
2024 Q4	$35.3K	Buy	+360	New	+$34.1K	0.01%	184

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Evelyn Partners Investment Management Services's STT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its State Street (STT) position steady in Q1 2026 at 325 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Evelyn Partners Investment Management Services first reported a position in STT in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.9K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Evelyn Partners Investment Management Services held 325 shares of State Street worth $41.1K as of Q1 2026.
Evelyn Partners Investment Management Services left its State Street share count unchanged in Q1 2026.
State Street made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #189 holding.
Evelyn Partners Investment Management Services first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's State Street position peaked at $41.9K in Q4 2025.
1,130 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.