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IMG Wealth Management’s State Street STT Stock Holding History

IMG 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 		$3.56K Buy
21
+3
+17% +$463 ﹤0.01% 425
2026
Q1 		$2.28K Buy
18
+12
+200% +$1.53K ﹤0.01% 433
2025
Q4 		$774 Buy
+6
New +$718 ﹤0.01% 557

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 $3.37T 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
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

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

IMG Wealth Management increased its State Street (STT) stake by 17% in Q2 2026, buying an estimated $463 and bringing the position to 21 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

IMG Wealth Management first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • IMG Wealth Management held 21 shares of State Street worth $3.56K as of Q2 2026.
  • IMG Wealth Management bought 3 State Street shares in Q2 2026, an estimated $463.
  • State Street made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #425 holding.
  • IMG Wealth Management first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.