Western Wealth Management’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
Q2
$337K Sell
1,987
-14
-0.7% -$2.16K 0.01% 792
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 773
2024
Q4
$203K Buy
+2,068
New +$196K 0.01% 729

Other funds holding STT

Western Wealth Management's STT Position: Q2 2026 in Review

Western Wealth Management reduced its State Street (STT) stake by 0.7% in Q2 2026, selling an estimated $2.16K and leaving 1,987 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #792.

Western Wealth Management first reported a position in STT in Q4 2024 and has held it in 6 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Western Wealth Management held 1,987 shares of State Street worth $337K as of Q2 2026.
  • Western Wealth Management sold 14 State Street shares in Q2 2026, an estimated $2.16K.
  • State Street made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #792 holding.
  • Western Wealth Management first reported a position in State Street in Q4 2024 and has held it in 6 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.