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Millstone Evans Group’s State Street STT Stock Holding History

Millstone Evans 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 		$85.4K Hold
675
– – 0.05% 248
2025
Q4 		$87.1K Sell
675
-90
-12% -$10.8K 0.05% 250
2025
Q3 		$88.7K Hold
765
– – 0.06% 227
2025
Q2 		$81.3K Sell
765
-296
-28% -$27.4K 0.06% 231
2025
Q1 		$95K Sell
1,061
-9
-0.8% -$860 0.06% 205
2024
Q4 		$105K Buy
+1,070
New +$101K 0.07% 187

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Millstone Evans Group's STT Position: Q1 2026 in Review

Millstone Evans Group held its State Street (STT) position steady in Q1 2026 at 675 shares worth $85.4K. The position accounts for 0.05% of the portfolio, ranked #248.

Millstone Evans Group first reported a position in STT in Q4 2024 and has held it in 6 quarters since. The position peaked at $105K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Millstone Evans Group held 675 shares of State Street worth $85.4K as of Q1 2026.
  • Millstone Evans Group left its State Street share count unchanged in Q1 2026.
  • State Street made up 0.05% of Millstone Evans Group's portfolio in Q1 2026, its #248 holding.
  • Millstone Evans Group first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's State Street position peaked at $105K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.