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Evolve Private Wealth’s State Street STT Stock Holding History

Evolve 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 		$215K Sell
1,267
-2,210
-64% -$341K 0.01% 914
2026
Q1 		$440K Buy
3,477
+482
+16% +$61.6K 0.02% 631
2025
Q4 		$386K Buy
+2,995
New +$359K 0.02% 633

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

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

Evolve Private Wealth reduced its State Street (STT) stake by 64% in Q2 2026, selling an estimated $341K and leaving 1,267 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #914.

Evolve Private Wealth first reported a position in STT in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Evolve Private Wealth held 1,267 shares of State Street worth $215K as of Q2 2026.
  • Evolve Private Wealth sold 2,210 State Street shares in Q2 2026, an estimated $341K.
  • State Street made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #914 holding.
  • Evolve Private Wealth first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's State Street position peaked at $440K in Q1 2026.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.