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SHP Wealth Management’s State Street STT Stock Holding History

SHP 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 		$359K Buy
2,837
+68
+2% +$8.7K 0.03% 185
2025
Q4 		$357K Buy
+2,769
New +$332K 0.03% 178

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

SHP Wealth Management increased its State Street (STT) stake by 2.5% in Q1 2026, buying an estimated $8.7K and bringing the position to 2,837 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #185.

SHP Wealth Management first reported a position in STT in Q4 2025 and has held it in 2 quarters since. 1,135 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • SHP Wealth Management held 2,837 shares of State Street worth $359K as of Q1 2026.
  • SHP Wealth Management bought 68 State Street shares in Q1 2026, an estimated $8.7K.
  • State Street made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #185 holding.
  • SHP Wealth Management first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
  • 1,135 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.