Wealth Enhancement Advisory Services’s State Street STT Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$13.2M	Sell	78,775 -190,693	-71%	-$35.3M	0.02%	621
2026 Q2	$47.7M	Buy	269,468 +217,289	+416%	+$33.5M	0.08%	219
2026 Q1	$6.72M	Sell	52,179 -16,727	-24%	-$2.14M	0.01%	750
2025 Q4	$9.26M	Buy	68,906 +351	+0.5%	+$42K	0.01%	723
2025 Q3	$8.01M	Buy	68,555 +6,671	+11%	+$745K	0.01%	742
2025 Q2	$6.83M	Buy	61,884 +9,501	+18%	+$879K	0.01%	771
2025 Q1	$4.69M	Buy	52,383 +19,377	+59%	+$1.85M	0.01%	861
2024 Q4	$3.24M	Buy	33,006 +4,220	+15%	+$400K	0.01%	961
2024 Q3	$2.55M	Sell	28,786 -3,329	-10%	-$274K	0.01%	957
2024 Q2	$2.38M	Sell	32,115 -2,117	-6%	-$158K	0.01%	923
2024 Q1	$2.65M	Buy	34,232 +1,707	+5%	+$127K	0.01%	852
2023 Q4	$2.52M	Sell	32,525 -2,597	-7%	-$181K	0.01%	823
2023 Q3	$2.35M	Buy	+35,122	New	+$2.48M	0.01%	803
2022 Q4	–	Sell	-38,857	Closed	-$2.41M	–	364
2022 Q3	$2.41M	Buy	38,857 +9,668	+33%	+$661K	0.03%	159
2022 Q2	$1.84M	Sell	29,189 -13,038	-31%	-$922K	0.03%	206
2022 Q1	$3.62M	Buy	42,227 +1,357	+3%	+$126K	0.05%	154
2021 Q4	$3.89M	Buy	+40,870	New	+$3.85M	0.06%	132
2021 Q3	–	Sell	-111,362	Closed	-$9.13M	–	337
2021 Q2	$9.13M	Buy	111,362 +26,722	+32%	+$2.26M	0.15%	72
2021 Q1	$7.19M	Buy	84,640 +2,876	+4%	+$223K	0.13%	78
2020 Q4	$6.31M	Buy	81,764 +48,848	+148%	+$3.32M	0.14%	62
2020 Q3	$2.21M	Buy	+32,916	New	+$2.14M	0.06%	110
2019 Q1	–	Sell	-18,680	Closed	-$1.33M	–	215
2018 Q4	$1.33M	Buy	+18,680	New	+$1.34M	0.08%	92

Other funds holding STT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's STT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street (STT) stake by 71% in Q3 2026, selling an estimated $35.3M and leaving 78,775 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #621.

Wealth Enhancement Advisory Services first reported a position in STT in Q4 2018 and has held it in 22 quarters since. The position peaked at $47.7M in Q2 2026. 843 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Wealth Enhancement Advisory Services held 78,775 shares of State Street worth $13.2M as of Q3 2026.
Wealth Enhancement Advisory Services sold 190,693 State Street shares in Q3 2026, an estimated $35.3M.
State Street made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #621 holding.
Wealth Enhancement Advisory Services first reported a position in State Street in Q4 2018 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's State Street position peaked at $47.7M in Q2 2026.
843 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.