State Street’s Tao Synergies Inc TAOX Stock Holding History

State Street’s Portfolio TAOX Stock Details TAOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$151K	Buy	33,300 +8,100	+32%	+$30.7K	﹤0.01%	3983
2026 Q2	$94K	Buy	25,200 +5,900	+31%	+$27.7K	﹤0.01%	4055
2026 Q1	$110K	Hold	19,300	–	–	﹤0.01%	4015
2025 Q4	$71K	Sell	19,300 -1,102	-5%	-$7.57K	﹤0.01%	4108
2025 Q3	$134K	Buy	+20,402	New	+$147K	﹤0.01%	3998
2024 Q2	–	Sell	-804	Closed	-$3.77K	–	4392
2024 Q1	$3.77K	Hold	804	–	–	﹤0.01%	4358
2023 Q4	$5.46K	Hold	804	–	–	﹤0.01%	4422
2023 Q3	$8.84K	Hold	804	–	–	﹤0.01%	4517
2023 Q2	$18.9K	Hold	804	–	–	﹤0.01%	4595
2023 Q1	$16.1K	Hold	804	–	–	﹤0.01%	4704
2022 Q4	$23.3K	Hold	804	–	–	﹤0.01%	4704
2022 Q3	$135K	Hold	804	–	–	﹤0.01%	4315
2022 Q2	$102K	Hold	804	–	–	﹤0.01%	4530
2022 Q1	$156K	Buy	804 +48	+6%	+$9.08K	﹤0.01%	4473
2021 Q4	$161K	Buy	+756	New	+$189K	﹤0.01%	4435

Other funds holding TAOX

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

State Street's TAOX Position: Q3 2026 in Review

State Street increased its Tao Synergies Inc (TAOX) stake by 32% in Q3 2026, buying an estimated $30.7K and bringing the position to 33,300 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3983.

State Street first reported a position in TAOX in Q4 2021 and has held it in 15 quarters since. The position peaked at $161K in Q4 2021. 16 funds tracked by Wall St. Rank hold TAOX as of Q3 2026.

State Street held 33,300 shares of Tao Synergies Inc worth $151K as of Q3 2026.
State Street bought 8,100 Tao Synergies Inc shares in Q3 2026, an estimated $30.7K.
Tao Synergies Inc made up ﹤0.01% of State Street's portfolio in Q3 2026, its #3983 holding.
State Street first reported a position in Tao Synergies Inc in Q4 2021 and has held it in 15 quarters since.
State Street's Tao Synergies Inc position peaked at $161K in Q4 2021.
16 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q3 2026.

Based on State Street's 13F filing for Q3 2026, filed 12 Nov 2026.