MASECO Private Wealth’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
Q1
$13.8K Hold
109
﹤0.01% 225
2025
Q4
$14K Buy
+109
New +$13.1K ﹤0.01% 297
2025
Q3
Sell
-108
Closed -$11.5K 479
2025
Q2
$11.5K Buy
+108
New +$9.99K ﹤0.01% 320

Other funds holding STT

MASECO Private Wealth's STT Position: Q1 2026 in Review

MASECO Private Wealth held its State Street (STT) position steady in Q1 2026 at 109 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

MASECO Private Wealth first reported a position in STT in Q2 2025 and has held it in 3 quarters since. The position peaked at $14K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • MASECO Private Wealth held 109 shares of State Street worth $13.8K as of Q1 2026.
  • MASECO Private Wealth left its State Street share count unchanged in Q1 2026.
  • State Street made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #225 holding.
  • MASECO Private Wealth first reported a position in State Street in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's State Street position peaked at $14K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.