WCA
STT icon

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
Q2 		$847K Sell
4,994
-54
-1% -$8.33K 0.14% 111
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westover Capital Advisors's STT Position: Q2 2026 in Review

Westover Capital Advisors reduced its State Street (STT) stake by 1.1% in Q2 2026, selling an estimated $8.33K and leaving 4,994 shares worth $847K. The position accounts for 0.14% of the portfolio, ranked #111.

Westover Capital Advisors first reported a position in STT in Q4 2025 and has held it in 3 quarters since. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Westover Capital Advisors held 4,994 shares of State Street worth $847K as of Q2 2026.
  • Westover Capital Advisors sold 54 State Street shares in Q2 2026, an estimated $8.33K.
  • State Street made up 0.14% of Westover Capital Advisors's portfolio in Q2 2026, its #111 holding.
  • Westover Capital Advisors first reported a position in State Street in Q4 2025 and has held it in 3 quarters since.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.