Physician Wealth Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$19.4K Buy
111
+18
+19% +$3.33K ﹤0.01% 698
2026
Q2
$15.8K Buy
93
+24
+35% +$3.7K ﹤0.01% 746
2026
Q1
$8.73K Buy
69
+23
+50% +$2.94K ﹤0.01% 837
2025
Q4
$5.94K Sell
46
-35
-43% -$4.19K ﹤0.01% 925
2025
Q3
$9.4K Buy
81
+75
+1,250% +$8.37K ﹤0.01% 754
2025
Q2
$639 Buy
+6
New +$555 ﹤0.01% 1642

Other funds holding STT

Physician Wealth Advisors's STT Position: Q3 2026 in Review

Physician Wealth Advisors increased its State Street (STT) stake by 19% in Q3 2026, buying an estimated $3.33K and bringing the position to 111 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Physician Wealth Advisors first reported a position in STT in Q2 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Physician Wealth Advisors held 111 shares of State Street worth $19.4K as of Q3 2026.
  • Physician Wealth Advisors bought 18 State Street shares in Q3 2026, an estimated $3.33K.
  • State Street made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #698 holding.
  • Physician Wealth Advisors first reported a position in State Street in Q2 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.