OneDigital Investment Advisors’s State Street STT Stock Holding History

OneDigital 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 Q1	$326K	Sell	2,573 -1,387	-35%	-$177K	﹤0.01%	1142
2025 Q4	$511K	Sell	3,960 -40	-1%	-$4.79K	0.01%	936
2025 Q3	$464K	Sell	4,000 -177	-4%	-$19.8K	﹤0.01%	964
2025 Q2	$444K	Sell	4,177 -26	-0.6%	-$2.4K	﹤0.01%	952
2025 Q1	$376K	Buy	4,203 +944	+29%	+$90.2K	﹤0.01%	979
2024 Q4	$320K	Buy	3,259 +209	+7%	+$19.8K	﹤0.01%	1100
2024 Q3	$270K	Buy	+3,050	New	+$251K	﹤0.01%	1217
2019 Q3	–	Sell	-755	Closed	-$42K	–	1079
2019 Q2	$42K	Sell	755 -164	-18%	-$10.2K	﹤0.01%	604
2019 Q1	$60K	Buy	919 +205	+29%	+$14.2K	0.01%	462
2018 Q4	$45K	Buy	714 +70	+11%	+$5.01K	0.01%	482
2018 Q3	$54K	Buy	644 +14	+2%	+$1.23K	0.01%	392
2018 Q2	$59K	Sell	630 -26	-4%	-$2.58K	0.01%	450
2018 Q1	$65K	Hold	656	–	–	0.01%	454
2017 Q4	$64K	Buy	656 +10	+2%	+$956	0.01%	441
2017 Q3	$62K	Sell	646 -163	-20%	-$15.2K	0.02%	332
2017 Q2	$73K	Buy	+809	New	+$67.3K	0.02%	381

Other funds holding STT

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

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

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

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

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

OneDigital Investment Advisors's STT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its State Street (STT) stake by 35% in Q1 2026, selling an estimated $177K and leaving 2,573 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

OneDigital Investment Advisors first reported a position in STT in Q2 2017 and has held it in 16 quarters since. The position peaked at $511K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold STT as of Q1 2026.

OneDigital Investment Advisors held 2,573 shares of State Street worth $326K as of Q1 2026.
OneDigital Investment Advisors sold 1,387 State Street shares in Q1 2026, an estimated $177K.
State Street made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1142 holding.
OneDigital Investment Advisors first reported a position in State Street in Q2 2017 and has held it in 16 quarters since.
OneDigital Investment Advisors's State Street position peaked at $511K in Q4 2025.
1,130 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.