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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
Q2 		$311K Sell
1,832
-192
-9% -$29.6K 0.08% 149
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Measured Wealth Private Client Group's STT Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street (STT) stake by 9.5% in Q2 2026, selling an estimated $29.6K and leaving 1,832 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #149.

Measured Wealth Private Client Group first reported a position in STT in Q3 2018 and has held it in 5 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Measured Wealth Private Client Group held 1,832 shares of State Street worth $311K as of Q2 2026.
  • Measured Wealth Private Client Group sold 192 State Street shares in Q2 2026, an estimated $29.6K.
  • State Street made up 0.08% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #149 holding.
  • Measured Wealth Private Client Group first reported a position in State Street in Q3 2018 and has held it in 5 quarters since.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.