State Street’s La Rosa Holding LRHC Stock Holding History

State Street’s Portfolio LRHC Stock Details LRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$4.4K	–	4339
2025 Q2	$4.4K	Hold	4	–	–	﹤0.01%	4255
2025 Q1	$6.07K	Hold	4	–	–	﹤0.01%	4266
2024 Q4	$28.5K	Buy	+4	New	+$22.7K	﹤0.01%	4192

Other funds holding LRHC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street's LRHC Position: Q3 2025 in Review

State Street sold out of La Rosa Holding (LRHC) in Q3 2025, closing a stake of 4 shares — an estimated $4.4K sold.

State Street first reported a position in LRHC in Q4 2024 and held it in 3 quarters. The position peaked at $28.5K in Q4 2024. 3 funds tracked by Wall St. Rank hold LRHC as of Q3 2025.

State Street reported no remaining La Rosa Holding position as of Q3 2025 after selling out during the quarter.
State Street sold 4 La Rosa Holding shares in Q3 2025, an estimated $4.4K.
State Street first reported a position in La Rosa Holding in Q4 2024 and held it in 3 quarters.
State Street's La Rosa Holding position peaked at $28.5K in Q4 2024.
3 funds tracked by Wall St. Rank held La Rosa Holding as of Q3 2025.

Based on State Street's 13F filing for Q3 2025, filed 14 Nov 2025.