Mascoma Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.1K | Buy |
189
+75
| +66% | +$11.6K | 0.01% | 223 |
|
|
2026
Q1 | $14.4K | Buy |
114
+14
| +14% | +$1.79K | ﹤0.01% | 288 |
|
|
2025
Q4 | $12.9K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2025
Q3 | $11.6K | Hold |
100
| – | – | ﹤0.01% | 314 |
|
|
2025
Q2 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $8.95K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $9.81K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $8.85K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $7.4K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $7.73K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $7.75K | Sell |
100
-12
| -11% | -$837 | ﹤0.01% | 342 |
|
|
2023
Q3 | $7.5K | Buy |
112
+12
| +12% | +$846 | ﹤0.01% | 348 |
|
|
2023
Q2 | $7.27K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $7.23K | Sell |
100
-100
| -50% | -$8.42K | ﹤0.01% | 437 |
|
|
2022
Q4 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $17K | Hold |
200
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $19K | Hold |
200
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $17K | Buy |
+200
| New | +$17.4K | 0.01% | 309 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$17K | – | 381 |
|
|
2021
Q1 | $17K | Buy |
+200
| New | +$15.5K | 0.01% | 313 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$6K | – | 296 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $8K | Sell |
100
-380
| -79% | -$33.4K | 0.01% | 298 |
|
|
2018
Q2 | $45K | Hold |
480
| – | – | 0.03% | 161 |
|
|
2018
Q1 | $48K | Hold |
480
| – | – | 0.03% | 154 |
|
|
2017
Q4 | $52K | Hold |
480
| – | – | 0.03% | 143 |
|
|
2017
Q3 | $46K | Hold |
480
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $43K | Hold |
480
| – | – | 0.03% | 166 |
|
|
2017
Q1 | $38K | Hold |
480
| – | – | 0.03% | 162 |
|
|
2016
Q4 | $37K | Buy |
+480
| New | +$36.1K | 0.03% | 168 |
|
Other funds holding STT
ROTUOC
Mascoma Wealth Management's STT Position: Q2 2026 in Review
Mascoma Wealth Management increased its State Street (STT) stake by 66% in Q2 2026, buying an estimated $11.6K and bringing the position to 189 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #223.
Mascoma Wealth Management first reported a position in STT in Q4 2016 and has held it in 32 quarters since. The position peaked at $52K in Q4 2017. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Mascoma Wealth Management held 189 shares of State Street worth $32.1K as of Q2 2026.
- Mascoma Wealth Management bought 75 State Street shares in Q2 2026, an estimated $11.6K.
- State Street made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #223 holding.
- Mascoma Wealth Management first reported a position in State Street in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's State Street position peaked at $52K in Q4 2017.
- 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.