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Moneta Group Investment Advisors’s State Street STT Stock Holding History

Moneta Group Investment 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 		$872K Buy
5,144
+596
+13% +$91.9K 0.01% 423
2026
Q1 		$576K Buy
4,548
+806
+22% +$103K ﹤0.01% 477
2025
Q4 		$483K Sell
3,742
-71
-2% -$8.5K ﹤0.01% 508
2025
Q3 		$442K Sell
3,813
-753
-16% -$84K ﹤0.01% 528
2025
Q2 		$486K Buy
4,566
+632
+16% +$58.5K 0.01% 444
2025
Q1 		$352K Buy
3,934
+1,319
+50% +$126K ﹤0.01% 496
2024
Q4 		$257K Buy
+2,615
New +$248K ﹤0.01% 576
2018
Q3 		– Sell
-1,110
Closed -$103K – 355
2018
Q2 		$103K Buy
1,110
+310
+39% +$30.7K 0.01% 283
2018
Q1 		$80K Buy
800
+796
+19,900% +$83.4K 0.01% 272
2017
Q4 		$0 Buy
+4
New +$382 ﹤0.01% 540

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

Moneta Group Investment Advisors's STT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street (STT) stake by 13% in Q2 2026, buying an estimated $91.9K and bringing the position to 5,144 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #423.

Moneta Group Investment Advisors first reported a position in STT in Q4 2017 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Moneta Group Investment Advisors held 5,144 shares of State Street worth $872K as of Q2 2026.
  • Moneta Group Investment Advisors bought 596 State Street shares in Q2 2026, an estimated $91.9K.
  • State Street made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #423 holding.
  • Moneta Group Investment Advisors first reported a position in State Street in Q4 2017 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.