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True Wealth Design’s State Street STT Stock Holding History

True Wealth Design’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
Q2 		$51.4K Buy
303
+35
+13% +$5.4K 0.01% 478
2026
Q1 		$33.9K Buy
268
+12
+5% +$1.53K 0.01% 522
2025
Q4 		$33K Buy
256
+3
+1% +$359 0.01% 456
2025
Q3 		$29.4K Buy
253
+158
+166% +$17.6K 0.01% 469
2025
Q2 		$10.1K Buy
95
+29
+44% +$2.68K ﹤0.01% 577
2025
Q1 		$5.91K Buy
66
+37
+128% +$3.53K ﹤0.01% 631
2024
Q4 		$2.85K Buy
+29
New +$2.75K ﹤0.01% 654

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

True Wealth Design's STT Position: Q2 2026 in Review

True Wealth Design increased its State Street (STT) stake by 13% in Q2 2026, buying an estimated $5.4K and bringing the position to 303 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #478.

True Wealth Design first reported a position in STT in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • True Wealth Design held 303 shares of State Street worth $51.4K as of Q2 2026.
  • True Wealth Design bought 35 State Street shares in Q2 2026, an estimated $5.4K.
  • State Street made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #478 holding.
  • True Wealth Design first reported a position in State Street in Q4 2024 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.