Turtle Creek Wealth Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$320K Hold
1,886
0.02% 359
2026
Q1
$239K Buy
1,886
+187
+11% +$23.9K 0.02% 364
2025
Q4
$219K Buy
+1,699
New +$203K 0.02% 368
2024
Q1
Sell
-451
Closed -$34.9K 731
2023
Q4
$34.9K Buy
+451
New +$31.4K 0.01% 322

Other funds holding STT

Turtle Creek Wealth Advisors's STT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its State Street (STT) position steady in Q2 2026 at 1,886 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #359.

Turtle Creek Wealth Advisors first reported a position in STT in Q4 2023 and has held it in 4 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,886 shares of State Street worth $320K as of Q2 2026.
  • Turtle Creek Wealth Advisors left its State Street share count unchanged in Q2 2026.
  • State Street made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • Turtle Creek Wealth Advisors first reported a position in State Street in Q4 2023 and has held it in 4 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.