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 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	$3.63M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's STT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street (STT) stake by 416% in Q2 2026, buying an estimated $33.5M and bringing the position to 269,468 shares worth $47.7M. The position accounts for 0.08% of the portfolio, ranked #219.

Wealth Enhancement Advisory Services first reported a position in STT in Q4 2018 and has held it in 21 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Wealth Enhancement Advisory Services held 269,468 shares of State Street worth $47.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 217,289 State Street shares in Q2 2026, an estimated $33.5M.
State Street made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #219 holding.
Wealth Enhancement Advisory Services first reported a position in State Street in Q4 2018 and has held it in 21 quarters since.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.