Measured Wealth Private Client Group’s State Street STT Stock Holding History

Measured Wealth Private Client Group’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 Q1	$256K	Buy	2,024 +1,719	+564%	+$220K	0.07%	157
2025 Q4	$39.3K	Buy	305 +2	+0.7%	+$239	0.01%	344
2025 Q3	$35.2K	Buy	+303	New	+$33.8K	0.01%	350
2018 Q4	–	Sell	-264	Closed	-$22K	–	622
2018 Q3	$22K	Buy	+264	New	+$23.2K	0.01%	511

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Measured Wealth Private Client Group's STT Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its State Street (STT) stake by 564% in Q1 2026, buying an estimated $220K and bringing the position to 2,024 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #157.

Measured Wealth Private Client Group first reported a position in STT in Q3 2018 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Measured Wealth Private Client Group held 2,024 shares of State Street worth $256K as of Q1 2026.
Measured Wealth Private Client Group bought 1,719 State Street shares in Q1 2026, an estimated $220K.
State Street made up 0.07% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #157 holding.
Measured Wealth Private Client Group first reported a position in State Street in Q3 2018 and has held it in 4 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.