Graves Light Lenhart Wealth’s State Street STT Stock Holding History

Graves Light Lenhart 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	$223K	Buy	+1,314	New	+$203K	0.02%	190
2022 Q3	–	Sell	-1,266	Closed	-$78K	–	535
2022 Q2	$78K	Hold	1,266	–	–	0.01%	258
2022 Q1	$110K	Hold	1,266	–	–	0.02%	251
2021 Q4	$118K	Hold	1,266	–	–	0.02%	267
2021 Q3	$107K	Hold	1,266	–	–	0.02%	263
2021 Q2	$104K	Hold	1,266	–	–	0.02%	274
2021 Q1	$106K	Hold	1,266	–	–	0.02%	264
2020 Q4	$92K	Buy	+1,266	New	+$85.9K	0.02%	282

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Graves Light Lenhart Wealth's STT Position: Q2 2026 in Review

Graves Light Lenhart Wealth opened a new position in State Street (STT) in Q2 2026: 1,314 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Graves Light Lenhart Wealth previously reported a position in STT as recently as Q2 2022.

Graves Light Lenhart Wealth first reported a position in STT in Q4 2020 and has held it in 8 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Graves Light Lenhart Wealth held 1,314 shares of State Street worth $223K as of Q2 2026.
State Street was a new Graves Light Lenhart Wealth position in Q2 2026.
State Street made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #190 holding.
Graves Light Lenhart Wealth first reported a position in State Street in Q4 2020 and has held it in 8 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.