Wealthcare Advisory Partners’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
Q1 | – | Sell |
-21,120
| Closed | -$2.72M | – | 1132 |
|
|
2025
Q4 | $2.72M | Buy |
21,120
+814
| +4% | +$97.5K | 0.05% | 289 |
|
|
2025
Q3 | $2.36M | Buy |
20,306
+73
| +0.4% | +$8.15K | 0.05% | 305 |
|
|
2025
Q2 | $2.15M | Buy |
20,233
+17
| +0.1% | +$1.57K | 0.05% | 312 |
|
|
2025
Q1 | $1.81M | Sell |
20,216
-103
| -0.5% | -$9.84K | 0.05% | 304 |
|
|
2024
Q4 | $1.99M | Sell |
20,319
-316
| -2% | -$29.9K | 0.06% | 274 |
|
|
2024
Q3 | $1.83M | Sell |
20,635
-23
| -0.1% | -$1.9K | 0.05% | 286 |
|
|
2024
Q2 | $1.53M | Sell |
20,658
-81
| -0.4% | -$6.04K | 0.05% | 287 |
|
|
2024
Q1 | $1.6M | Buy |
20,739
+786
| +4% | +$58.3K | 0.05% | 270 |
|
|
2023
Q4 | $1.55M | Sell |
19,953
-90
| -0.4% | -$6.27K | 0.06% | 238 |
|
|
2023
Q3 | $1.34M | Buy |
20,043
+28
| +0.1% | +$1.98K | 0.06% | 233 |
|
|
2023
Q2 | $1.46M | Buy |
20,015
+107
| +0.5% | +$7.69K | 0.07% | 222 |
|
|
2023
Q1 | $1.51M | Buy |
19,908
+96
| +0.5% | +$8.09K | 0.06% | 226 |
|
|
2022
Q4 | $1.54M | Sell |
19,812
-7
| -0% | -$515 | 0.07% | 205 |
|
|
2022
Q3 | $1.21M | Buy |
19,819
+80
| +0.4% | +$5.47K | 0.07% | 212 |
|
|
2022
Q2 | $1.22M | Sell |
19,739
-60
| -0.3% | -$4.24K | 0.07% | 183 |
|
|
2022
Q1 | $1.73M | Buy |
19,799
+55
| +0.3% | +$5.09K | 0.1% | 118 |
|
|
2021
Q4 | $1.84M | Buy |
19,744
+179
| +0.9% | +$16.9K | 0.11% | 113 |
|
|
2021
Q3 | $1.66M | Buy |
19,565
+22
| +0.1% | +$1.91K | 0.11% | 122 |
|
|
2021
Q2 | $1.61M | Buy |
19,543
+10
| +0.1% | +$844 | 0.11% | 125 |
|
|
2021
Q1 | $1.64M | Buy |
19,533
+43
| +0.2% | +$3.33K | 0.12% | 109 |
|
|
2020
Q4 | $1.42M | Buy |
19,490
+13
| +0.1% | +$882 | 0.13% | 102 |
|
|
2020
Q3 | $1.16M | Hold |
19,477
| – | – | 0.13% | 106 |
|
|
2020
Q2 | $1.24M | Buy |
19,477
+12
| +0.1% | +$724 | 0.15% | 84 |
|
|
2020
Q1 | $1.04M | Sell |
19,465
-120
| -0.6% | -$8.34K | 0.15% | 85 |
|
|
2019
Q4 | $1.55M | Buy |
19,585
+19,253
| +5,799% | +$1.36M | 0.2% | 69 |
|
|
2019
Q3 | $20K | Sell |
332
-47
| -12% | -$2.61K | ﹤0.01% | 755 |
|
|
2019
Q2 | $21K | Buy |
379
+340
| +872% | +$21.1K | ﹤0.01% | 717 |
|
|
2019
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q2 | $4K | Sell |
39
-6
| -13% | -$595 | ﹤0.01% | 1037 |
|
|
2018
Q1 | $4K | Sell |
45
-1
| -2% | -$105 | ﹤0.01% | 881 |
|
|
2017
Q4 | $4K | Buy |
46
+40
| +667% | +$3.82K | ﹤0.01% | 838 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$559 | ﹤0.01% | 844 |
|
Other funds holding STT
VCM
VPM
ROTUOC
Wealthcare Advisory Partners's STT Position: Q1 2026 in Review
Wealthcare Advisory Partners sold out of State Street (STT) in Q1 2026, closing a stake of 21,120 shares — an estimated $2.72M sold.
Wealthcare Advisory Partners first reported a position in STT in Q3 2017 and held it in 34 quarters. The position peaked at $2.72M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.
- Wealthcare Advisory Partners reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
- Wealthcare Advisory Partners sold 21,120 State Street shares in Q1 2026, an estimated $2.72M.
- Wealthcare Advisory Partners first reported a position in State Street in Q3 2017 and held it in 34 quarters.
- Wealthcare Advisory Partners's State Street position peaked at $2.72M in Q4 2025.
- 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.