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Marshall & Sterling Wealth Advisors’s State Street STT Stock Holding History

Marshall & Sterling Wealth Advisors’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
-74
Closed -$8.59K – 588
2025
Q3 		$8.59K Hold
74
– – 0.01% 381
2025
Q2 		$7.87K Hold
74
– – 0.01% 383
2025
Q1 		$6.63K Buy
+74
New +$7.07K ﹤0.01% 413

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's STT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street (STT) in Q4 2025, closing a stake of 74 shares — an estimated $8.59K sold.

Marshall & Sterling Wealth Advisors first reported a position in STT in Q1 2025 and held it in 3 quarters. The position peaked at $8.59K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold STT as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 74 State Street shares in Q4 2025, an estimated $8.59K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's State Street position peaked at $8.59K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held State Street as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.