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Medallion Wealth Advisors’s State Street STT Stock Holding History

Medallion Wealth Advisors’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 		$2M Hold
11,787
– – 0.63% 42
2026
Q1 		$1.49M Hold
11,787
– – 0.49% 52
2025
Q4 		$1.52M Hold
11,787
– – 0.51% 52
2025
Q3 		$1.37M Hold
11,787
– – 0.49% 49
2025
Q2 		$1.26M Hold
11,787
– – 0.49% 47
2025
Q1 		$1.05M Hold
11,787
– – 0.48% 48
2024
Q4 		$1.16M Buy
+11,787
New +$1.12M 0.57% 40

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 $3.37T AUM 44.26% 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

Medallion Wealth Advisors's STT Position: Q2 2026 in Review

Medallion Wealth Advisors held its State Street (STT) position steady in Q2 2026 at 11,787 shares worth $2M. The position accounts for 0.63% of the portfolio, ranked #42.

Medallion Wealth Advisors first reported a position in STT in Q4 2024 and has held it in 7 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Medallion Wealth Advisors held 11,787 shares of State Street worth $2M as of Q2 2026.
  • Medallion Wealth Advisors left its State Street share count unchanged in Q2 2026.
  • State Street made up 0.63% of Medallion Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Medallion Wealth Advisors first reported a position in State Street in Q4 2024 and has held it in 7 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.