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Valued Wealth Advisors’s State Street STT Stock Holding History

Valued Wealth Advisors’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 		$14.1K Buy
83
+8
+11% +$1.23K 0.01% 253
2026
Q1 		$9.49K Buy
75
+47
+168% +$6.01K ﹤0.01% 301
2025
Q4 		$3.59K Hold
28
– – ﹤0.01% 341
2025
Q3 		$3.21K Hold
28
– – ﹤0.01% 341
2025
Q2 		$2.92K Buy
28
+1
+4% +$92 ﹤0.01% 343
2025
Q1 		$2.44K Hold
27
– – ﹤0.01% 387
2024
Q4 		$2.66K Hold
27
– – ﹤0.01% 375
2024
Q3 		$2.39K Hold
27
– – ﹤0.01% 353
2024
Q2 		$2K Sell
27
-4
-13% -$298 ﹤0.01% 366
2024
Q1 		$2.41K Buy
31
+21
+210% +$1.56K ﹤0.01% 334
2023
Q4 		$677 Buy
+10
New +$697 ﹤0.01% 411

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 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

Valued Wealth Advisors's STT Position: Q2 2026 in Review

Valued Wealth Advisors increased its State Street (STT) stake by 11% in Q2 2026, buying an estimated $1.23K and bringing the position to 83 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #253.

Valued Wealth Advisors first reported a position in STT in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Valued Wealth Advisors held 83 shares of State Street worth $14.1K as of Q2 2026.
  • Valued Wealth Advisors bought 8 State Street shares in Q2 2026, an estimated $1.23K.
  • State Street made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • Valued Wealth Advisors first reported a position in State Street in Q4 2023 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.