Sagewood Asset Management’s State Street STT Stock Holding History

Sagewood Asset 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	$1.31M	Buy	10,330 +3,783	+58%	+$484K	0.41%	41
2025 Q4	$845K	Buy	+6,547	New	+$784K	0.3%	63

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

Sagewood Asset Management's STT Position: Q1 2026 in Review

Sagewood Asset Management increased its State Street (STT) stake by 58% in Q1 2026, buying an estimated $484K and bringing the position to 10,330 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #41.

Sagewood Asset Management first reported a position in STT in Q4 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Sagewood Asset Management held 10,330 shares of State Street worth $1.31M as of Q1 2026.
Sagewood Asset Management bought 3,783 State Street shares in Q1 2026, an estimated $484K.
State Street made up 0.41% of Sagewood Asset Management's portfolio in Q1 2026, its #41 holding.
Sagewood Asset Management first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.