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 Q2	$1.95M	Buy	11,510 +1,753	+18%	+$270K	0.03%	423
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 $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 $3.37T AUM 44.26% 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

Ritholtz Wealth Management's STT Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street (STT) stake by 18% in Q2 2026, buying an estimated $270K and bringing the position to 11,510 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #423.

Ritholtz Wealth Management first reported a position in STT in Q1 2023 and has held it in 14 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Ritholtz Wealth Management held 11,510 shares of State Street worth $1.95M as of Q2 2026.
Ritholtz Wealth Management bought 1,753 State Street shares in Q2 2026, an estimated $270K.
State Street made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #423 holding.
Ritholtz Wealth Management first reported a position in State Street in Q1 2023 and has held it in 14 quarters since.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.