Kovitz Investment Group Partners
STT icon

Kovitz Investment Group Partners’s State Street STT Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-58,281
Closed -$6.76M – 1219
2025
Q3 		$6.76M Sell
58,281
-17,574
-23% -$1.96M 0.03% 401
2025
Q2 		$8.07M Buy
75,855
+14,619
+24% +$1.35M 0.03% 351
2025
Q1 		$5.48M Buy
61,236
+547
+0.9% +$52.3K 0.03% 390
2024
Q4 		$5.96M Buy
60,689
+8,015
+15% +$759K 0.03% 368
2024
Q3 		$4.32M Buy
+52,674
New +$4.34M 0.03% 365
2019
Q3 		– Sell
-36,750
Closed -$2.06M – 368
2019
Q2 		$2.06M Buy
36,750
+165
+0.5% +$10.3K 0.07% 192
2019
Q1 		$2.41M Buy
+36,585
New +$2.54M 0.08% 183

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Kovitz Investment Group Partners's STT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street (STT) in Q4 2025, closing a stake of 58,281 shares — an estimated $6.76M sold.

Kovitz Investment Group Partners first reported a position in STT in Q1 2019 and held it in 7 quarters. The position peaked at $8.07M in Q2 2025. 1,101 funds tracked by Wall St. Rank hold STT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 58,281 State Street shares in Q4 2025, an estimated $6.76M.
  • Kovitz Investment Group Partners first reported a position in State Street in Q1 2019 and held it in 7 quarters.
  • Kovitz Investment Group Partners's State Street position peaked at $8.07M in Q2 2025.
  • 1,101 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.