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Heritage Family Offices’s State Street STT Stock Holding History

Heritage Family Offices’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 		$987K Sell
5,819
-4,774
-45% -$736K 0.38% 60
2026
Q1 		$1.34M Buy
10,593
+1,133
+12% +$145K 0.59% 39
2025
Q4 		$1.22M Buy
+9,460
New +$1.13M 0.55% 43

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

Heritage Family Offices's STT Position: Q2 2026 in Review

Heritage Family Offices reduced its State Street (STT) stake by 45% in Q2 2026, selling an estimated $736K and leaving 5,819 shares worth $987K. The position accounts for 0.38% of the portfolio, ranked #60.

Heritage Family Offices first reported a position in STT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Heritage Family Offices held 5,819 shares of State Street worth $987K as of Q2 2026.
  • Heritage Family Offices sold 4,774 State Street shares in Q2 2026, an estimated $736K.
  • State Street made up 0.38% of Heritage Family Offices's portfolio in Q2 2026, its #60 holding.
  • Heritage Family Offices first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • Heritage Family Offices's State Street position peaked at $1.34M in Q1 2026.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.