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 Q2	$255K	Sell	1,504 -814	-35%	-$126K	0.01%	1076
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	$1K	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 $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

IHT Wealth Management's STT Position: Q2 2026 in Review

IHT Wealth Management reduced its State Street (STT) stake by 35% in Q2 2026, selling an estimated $126K and leaving 1,504 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1076.

IHT Wealth Management first reported a position in STT in Q4 2016 and has held it in 15 quarters since. The position peaked at $364K in Q3 2024. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

IHT Wealth Management held 1,504 shares of State Street worth $255K as of Q2 2026.
IHT Wealth Management sold 814 State Street shares in Q2 2026, an estimated $126K.
State Street made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1076 holding.
IHT Wealth Management first reported a position in State Street in Q4 2016 and has held it in 15 quarters since.
IHT Wealth Management's State Street position peaked at $364K in Q3 2024.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.