Strategic Wealth Partners’s State Street STT Stock Holding History

Strategic Wealth Partners’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	$6.33K	Hold	50	–	–	﹤0.01%	990
2025 Q4	$6.45K	Hold	50	–	–	﹤0.01%	1004
2025 Q3	$5.8K	Sell	50 -105	-68%	-$11.7K	﹤0.01%	1016
2025 Q2	$16.5K	Buy	+155	New	+$14.3K	﹤0.01%	693
2019 Q4	–	Sell	-1,993	Closed	-$113	–	453
2019 Q3	$113	Buy	1,993 +896	+82%	+$49.7K	﹤0.01%	263
2019 Q2	$61K	Buy	1,097 +81	+8%	+$5.03K	0.03%	215
2019 Q1	$69K	Buy	1,016 +502	+98%	+$34.8K	0.03%	209
2018 Q4	$35K	Buy	514 +161	+46%	+$11.5K	0.02%	264
2018 Q3	$30K	Buy	353 +322	+1,039%	+$28.3K	0.02%	286
2018 Q2	$3K	Hold	31	–	–	﹤0.01%	675
2018 Q1	$3K	Buy	+31	New	+$3.25K	﹤0.01%	696

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

Strategic Wealth Partners's STT Position: Q1 2026 in Review

Strategic Wealth Partners held its State Street (STT) position steady in Q1 2026 at 50 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Strategic Wealth Partners first reported a position in STT in Q1 2018 and has held it in 11 quarters since. The position peaked at $69K in Q1 2019. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Strategic Wealth Partners held 50 shares of State Street worth $6.33K as of Q1 2026.
Strategic Wealth Partners left its State Street share count unchanged in Q1 2026.
State Street made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #990 holding.
Strategic Wealth Partners first reported a position in State Street in Q1 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's State Street position peaked at $69K in Q1 2019.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.