State Street’s Healthcare Triangle HCTI Stock Holding History

State Street’s Portfolio HCTI Stock Details HCTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-625	Closed	-$23.7K	–	4303
2025 Q4	$23.7K	Buy	625 +147	+31%	+$20.4K	﹤0.01%	4235
2025 Q3	$75.5K	Buy	+478	New	+$126K	﹤0.01%	4093

Other funds holding HCTI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

State Street's HCTI Position: Q1 2026 in Review

State Street sold out of Healthcare Triangle (HCTI) in Q1 2026, closing a stake of 625 shares — an estimated $23.7K sold.

State Street first reported a position in HCTI in Q3 2025 and held it in 2 quarters. The position peaked at $75.5K in Q3 2025. 10 funds tracked by Wall St. Rank hold HCTI as of Q1 2026.

State Street reported no remaining Healthcare Triangle position as of Q1 2026 after selling out during the quarter.
State Street sold 625 Healthcare Triangle shares in Q1 2026, an estimated $23.7K.
State Street first reported a position in Healthcare Triangle in Q3 2025 and held it in 2 quarters.
State Street's Healthcare Triangle position peaked at $75.5K in Q3 2025.
10 funds tracked by Wall St. Rank held Healthcare Triangle as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.