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Sagespring Wealth Partners’s State Street STT Stock Holding History

Sagespring Wealth Partners’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 		$1.03M Buy
6,065
+786
+15% +$121K 0.02% 347
2026
Q1 		$668K Buy
5,279
+1,329
+34% +$170K 0.01% 427
2025
Q4 		$510K Buy
3,950
+608
+18% +$72.8K 0.01% 465
2025
Q3 		$388K Buy
3,342
+488
+17% +$54.5K 0.01% 523
2025
Q2 		$303K Buy
+2,854
New +$264K 0.01% 572

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagespring Wealth Partners's STT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its State Street (STT) stake by 15% in Q2 2026, buying an estimated $121K and bringing the position to 6,065 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #347.

Sagespring Wealth Partners first reported a position in STT in Q2 2025 and has held it in 5 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Sagespring Wealth Partners held 6,065 shares of State Street worth $1.03M as of Q2 2026.
  • Sagespring Wealth Partners bought 786 State Street shares in Q2 2026, an estimated $121K.
  • State Street made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #347 holding.
  • Sagespring Wealth Partners first reported a position in State Street in Q2 2025 and has held it in 5 quarters since.
  • 1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.