Wealth Enhancement Trust Services
STT icon

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

Wealth Enhancement Trust 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 		$256K Sell
1,465
-516
-26% -$95.5K 0.03% 264
2026
Q2 		$336K Buy
1,981
+485
+32% +$74.8K 0.04% 241
2026
Q1 		$189K Buy
1,496
+18
+1% +$2.3K 0.02% 285
2025
Q4 		$191K Buy
+1,478
New +$177K 0.02% 264

Other funds holding STT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its State Street (STT) stake by 26% in Q3 2026, selling an estimated $95.5K and leaving 1,465 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #264.

Wealth Enhancement Trust Services first reported a position in STT in Q4 2025 and has held it in 4 quarters since. The position peaked at $336K in Q2 2026. 1,114 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Wealth Enhancement Trust Services held 1,465 shares of State Street worth $256K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 516 State Street shares in Q3 2026, an estimated $95.5K.
  • State Street made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #264 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's State Street position peaked at $336K in Q2 2026.
  • 1,114 funds tracked by Wall St. Rank held State Street as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.