IHT Wealth Management’s State Street STT Stock Holding History

IHT Wealth Management’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	$293K	Sell	2,318 -108	-4%	-$13.8K	0.01%	1014
2025 Q4	$313K	Buy	2,426 +54	+2%	+$6.47K	0.01%	944
2025 Q3	$275K	Sell	2,372 -107	-4%	-$11.9K	0.01%	966
2025 Q2	$264K	Buy	2,479 +14	+0.6%	+$1.29K	0.01%	951
2025 Q1	$221K	Sell	2,465 -482	-16%	-$46K	0.01%	982
2024 Q4	$289K	Sell	2,947 -1,194	-29%	-$113K	0.01%	865
2024 Q3	$364K	Buy	+4,141	New	+$341K	0.01%	835
2024 Q2	–	Sell	-2,660	Closed	-$206K	–	1076
2024 Q1	$206K	Buy	+2,660	New	+$197K	0.01%	937
2018 Q2	–	Sell	-22	Closed	-$2K	–	1236
2018 Q1	$2K	Hold	22	–	–	﹤0.01%	1530
2017 Q4	$2K	Hold	22	–	–	﹤0.01%	1518
2017 Q3	$2K	Hold	22	–	–	﹤0.01%	1236
2017 Q2	$1	Hold	22	–	–	﹤0.01%	1360
2017 Q1	$2K	Hold	22	–	–	﹤0.01%	1101
2016 Q4	$2K	Buy	+22	New	+$1.66K	﹤0.01%	1054

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

IHT Wealth Management's STT Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street (STT) stake by 4.5% in Q1 2026, selling an estimated $13.8K and leaving 2,318 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1014.

IHT Wealth Management first reported a position in STT in Q4 2016 and has held it in 14 quarters since. The position peaked at $364K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

IHT Wealth Management held 2,318 shares of State Street worth $293K as of Q1 2026.
IHT Wealth Management sold 108 State Street shares in Q1 2026, an estimated $13.8K.
State Street made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1014 holding.
IHT Wealth Management first reported a position in State Street in Q4 2016 and has held it in 14 quarters since.
IHT Wealth Management's State Street position peaked at $364K in Q3 2024.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.