Net Worth Advisory Group’s State Street STT Stock Holding History

Net Worth Advisory 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
2025 Q3	–	Sell	-1,911	Closed	-$203K	–	484
2025 Q2	$203K	Buy	+1,911	New	+$177K	0.05%	400

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Net Worth Advisory Group's STT Position: Q3 2025 in Review

Net Worth Advisory Group sold out of State Street (STT) in Q3 2025, closing a stake of 1,911 shares — an estimated $203K sold.

Net Worth Advisory Group first reported a position in STT in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

Net Worth Advisory Group reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
Net Worth Advisory Group sold 1,911 State Street shares in Q3 2025, an estimated $203K.
Net Worth Advisory Group first reported a position in State Street in Q2 2025 and held it in 1 quarter.
Net Worth Advisory Group's State Street position peaked at $203K in Q2 2025.
1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.