Mount Yale Investment Advisors’s State Street STT Stock Holding History

Mount Yale 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	$431K	Sell	2,544 -13	-0.5%	-$2K	0.01%	839
2026 Q1	$324K	Buy	+2,557	New	+$327K	0.01%	863
2025 Q3	–	Sell	-493	Closed	-$52.4K	–	1491
2025 Q2	$52.4K	Buy	+493	New	+$45.6K	﹤0.01%	809
2018 Q3	–	Sell	-12	Closed	-$1K	–	1004
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	937
2018 Q1	$1K	Buy	+12	New	+$1.26K	﹤0.01%	931

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's STT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its State Street (STT) stake by 0.51% in Q2 2026, selling an estimated $2K and leaving 2,544 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #839.

Mount Yale Investment Advisors first reported a position in STT in Q1 2018 and has held it in 5 quarters since. 1,261 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Mount Yale Investment Advisors held 2,544 shares of State Street worth $431K as of Q2 2026.
Mount Yale Investment Advisors sold 13 State Street shares in Q2 2026, an estimated $2K.
State Street made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #839 holding.
Mount Yale Investment Advisors first reported a position in State Street in Q1 2018 and has held it in 5 quarters since.
1,261 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.