Massachusetts Wealth Management
STT icon

Massachusetts Wealth Management’s State Street STT Stock Holding History

Massachusetts 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
Q3 		$3.53M Sell
20,205
-1,345
-6% -$249K 1.42% 24
2026
Q2 		$3.65M Sell
21,550
-150
-0.7% -$23.1K 1.39% 23
2026
Q1 		$2.75M Buy
21,700
+75
+0.3% +$9.6K 1.19% 30
2025
Q4 		$2.79M Buy
21,625
+41
+0.2% +$4.91K 1.3% 24
2025
Q3 		$2.5M Buy
21,584
+375
+2% +$41.9K 1.24% 29
2025
Q2 		$2.26M Buy
21,209
+175
+0.8% +$16.2K 1.27% 33
2025
Q1 		$1.88M Sell
21,034
-450
-2% -$43K 1.29% 36
2024
Q4 		$2.11M Sell
21,484
-25
-0.1% -$2.37K 1.3% 32
2024
Q3 		$1.9M Sell
21,509
-25
-0.1% -$2.06K 1.2% 40
2024
Q2 		$1.59M Sell
21,534
-400
-2% -$29.8K 1.07% 41
2024
Q1 		$1.7M Buy
21,934
+675
+3% +$50.1K 1.2% 36
2023
Q4 		$1.65M Sell
21,259
-416
-2% -$29K 1.33% 29
2023
Q3 		$1.45M Buy
21,675
+500
+2% +$35.3K 1.33% 28
2023
Q2 		$1.55M Buy
21,175
+900
+4% +$64.7K 1.48% 23
2023
Q1 		$1.53M Sell
20,275
-200
-1% -$16.8K 1.58% 25
2022
Q4 		$1.87M Buy
+20,475
New +$1.51M 1.81% 19

Other funds holding STT

Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Massachusetts Wealth Management's STT Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its State Street (STT) stake by 6.2% in Q3 2026, selling an estimated $249K and leaving 20,205 shares worth $3.53M. The position accounts for 1.42% of the portfolio, ranked #24.

Massachusetts Wealth Management first reported a position in STT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.65M in Q2 2026. 724 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Massachusetts Wealth Management held 20,205 shares of State Street worth $3.53M as of Q3 2026.
  • Massachusetts Wealth Management sold 1,345 State Street shares in Q3 2026, an estimated $249K.
  • State Street made up 1.42% of Massachusetts Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Massachusetts Wealth Management first reported a position in State Street in Q4 2022 and has held it in 16 quarters since.
  • Massachusetts Wealth Management's State Street position peaked at $3.65M in Q2 2026.
  • 724 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.