Ritholtz Wealth Management’s State Street STT Stock Holding History

Ritholtz Wealth Management’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	$1.23M	Buy	9,757 +4,259	+77%	+$545K	0.02%	500
2025 Q4	$709K	Buy	5,498 +1,442	+36%	+$173K	0.01%	612
2025 Q3	$470K	Buy	4,056 +329	+9%	+$36.7K	0.01%	699
2025 Q2	$396K	Buy	3,727 +20	+0.5%	+$1.85K	0.01%	700
2025 Q1	$332K	Sell	3,707 -102	-3%	-$9.74K	0.01%	717
2024 Q4	$374K	Sell	3,809 -449	-11%	-$42.5K	0.01%	647
2024 Q3	$377K	Sell	4,258 -2,218	-34%	-$183K	0.01%	645
2024 Q2	$479K	Sell	6,476 -3,495	-35%	-$260K	0.02%	542
2024 Q1	$771K	Sell	9,971 -3,140	-24%	-$233K	0.03%	422
2023 Q4	$1.02M	Sell	13,111 -142	-1%	-$9.9K	0.04%	311
2023 Q3	$887K	Sell	13,253 -2,673	-17%	-$189K	0.04%	317
2023 Q2	$1.17M	Buy	15,926 +10,771	+209%	+$774K	0.05%	230
2023 Q1	$390K	Buy	+5,155	New	+$434K	0.02%	463

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

Ritholtz Wealth Management's STT Position: Q1 2026 in Review

Ritholtz Wealth Management increased its State Street (STT) stake by 77% in Q1 2026, buying an estimated $545K and bringing the position to 9,757 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #500.

Ritholtz Wealth Management first reported a position in STT in Q1 2023 and has held it in 13 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Ritholtz Wealth Management held 9,757 shares of State Street worth $1.23M as of Q1 2026.
Ritholtz Wealth Management bought 4,259 State Street shares in Q1 2026, an estimated $545K.
State Street made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #500 holding.
Ritholtz Wealth Management first reported a position in State Street in Q1 2023 and has held it in 13 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.