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Whipplewood Advisors’s State Street STT Stock Holding History

Whipplewood 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 		$24.1K Sell
142
-130
-48% -$20K 0.02% 180
2026
Q1 		$34.4K Buy
+272
New +$34.8K 0.02% 315
2025
Q3 		– Sell
-576
Closed -$61.3K – 1043
2025
Q2 		$61.3K Sell
576
-21,427
-97% -$1.98M 0.03% 290
2025
Q1 		$53.8K Buy
22,003
+21,380
+3,432% +$2.04M 0.03% 297
2024
Q4 		$61.1K Buy
+623
New +$59K 0.03% 285

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

Whipplewood Advisors's STT Position: Q2 2026 in Review

Whipplewood Advisors reduced its State Street (STT) stake by 48% in Q2 2026, selling an estimated $20K and leaving 142 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #180.

Whipplewood Advisors first reported a position in STT in Q4 2024 and has held it in 5 quarters since. The position peaked at $61.3K in Q2 2025. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Whipplewood Advisors held 142 shares of State Street worth $24.1K as of Q2 2026.
  • Whipplewood Advisors sold 130 State Street shares in Q2 2026, an estimated $20K.
  • State Street made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #180 holding.
  • Whipplewood Advisors first reported a position in State Street in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's State Street position peaked at $61.3K in Q2 2025.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.