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Westover Capital Advisors’s State Street STT Stock Holding History

Westover Capital Advisors’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 		$639K Sell
5,048
-127
-2% -$16.2K 0.12% 123
2025
Q4 		$668K Buy
+5,175
New +$620K 0.12% 124

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Westover Capital Advisors's STT Position: Q1 2026 in Review

Westover Capital Advisors reduced its State Street (STT) stake by 2.5% in Q1 2026, selling an estimated $16.2K and leaving 5,048 shares worth $639K. The position accounts for 0.12% of the portfolio, ranked #123.

Westover Capital Advisors first reported a position in STT in Q4 2025 and has held it in 2 quarters since. The position peaked at $668K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Westover Capital Advisors held 5,048 shares of State Street worth $639K as of Q1 2026.
  • Westover Capital Advisors sold 127 State Street shares in Q1 2026, an estimated $16.2K.
  • State Street made up 0.12% of Westover Capital Advisors's portfolio in Q1 2026, its #123 holding.
  • Westover Capital Advisors first reported a position in State Street in Q4 2025 and has held it in 2 quarters since.
  • Westover Capital Advisors's State Street position peaked at $668K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.