EWA
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EverSource Wealth Advisors’s State Street STT Stock Holding History

EverSource Wealth Advisors’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 		$200K Sell
1,180
-270
-19% -$41.6K 0.01% 1002
2026
Q1 		$184K Buy
1,450
+153
+12% +$19.6K 0.01% 1102
2025
Q4 		$167K Buy
1,297
+64
+5% +$7.66K 0.01% 1034
2025
Q3 		$143K Buy
1,233
+166
+16% +$18.5K 0.01% 1083
2025
Q2 		$114K Buy
1,067
+283
+36% +$26.2K 0.01% 1137
2025
Q1 		$70.2K Sell
784
-692
-47% -$66.1K ﹤0.01% 1066
2024
Q4 		$145K Buy
1,476
+74
+5% +$7.01K 0.01% 786
2024
Q3 		$124K Sell
1,402
-18
-1% -$1.48K 0.01% 720
2024
Q2 		$121K Buy
1,420
+40
+3% +$2.98K 0.01% 725
2024
Q1 		$100K Sell
1,380
-850
-38% -$63K 0.01% 707
2023
Q4 		$173K Sell
2,230
-784
-26% -$54.7K 0.02% 471
2023
Q3 		$202K Sell
3,014
-41
-1% -$2.89K 0.02% 396
2023
Q2 		$224K Sell
3,055
-515
-14% -$37K 0.02% 377
2023
Q1 		$270K Sell
3,570
-26
-0.7% -$2.19K 0.03% 319
2022
Q4 		$279K Sell
3,596
-391
-10% -$28.8K 0.04% 295
2022
Q3 		$243K Buy
3,987
+1,550
+64% +$106K 0.06% 270
2022
Q2 		$151K Buy
2,437
+741
+44% +$52.4K 0.04% 296
2022
Q1 		$148K Buy
1,696
+980
+137% +$90.8K 0.04% 283
2021
Q4 		$67K Buy
+716
New +$67.5K 0.02% 369

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's STT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street (STT) stake by 19% in Q2 2026, selling an estimated $41.6K and leaving 1,180 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1002.

EverSource Wealth Advisors first reported a position in STT in Q4 2021 and has held it in 19 quarters since. The position peaked at $279K in Q4 2022. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • EverSource Wealth Advisors held 1,180 shares of State Street worth $200K as of Q2 2026.
  • EverSource Wealth Advisors sold 270 State Street shares in Q2 2026, an estimated $41.6K.
  • State Street made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1002 holding.
  • EverSource Wealth Advisors first reported a position in State Street in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's State Street position peaked at $279K in Q4 2022.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.