Western Wealth Management’s State Street STT Stock Holding History

Western Wealth Management’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 Q1	$253K	Buy	2,001 +60	+3%	+$7.67K	0.01%	849
2025 Q4	$250K	Sell	1,941 -52	-3%	-$6.23K	0.01%	722
2025 Q3	$231K	Sell	1,993 -15	-0.7%	-$1.67K	0.01%	694
2025 Q2	$213K	Buy	+2,008	New	+$186K	0.01%	674
2025 Q1	–	Sell	-2,068	Closed	-$203K	–	703
2024 Q4	$203K	Buy	+2,068	New	+$196K	0.01%	641

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Western Wealth Management's STT Position: Q1 2026 in Review

Western Wealth Management increased its State Street (STT) stake by 3.1% in Q1 2026, buying an estimated $7.67K and bringing the position to 2,001 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #849.

Western Wealth Management first reported a position in STT in Q4 2024 and has held it in 5 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Western Wealth Management held 2,001 shares of State Street worth $253K as of Q1 2026.
Western Wealth Management bought 60 State Street shares in Q1 2026, an estimated $7.67K.
State Street made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #849 holding.
Western Wealth Management first reported a position in State Street in Q4 2024 and has held it in 5 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.