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Winnow Wealth’s State Street STT Stock Holding History

Winnow Wealth’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 		– Sell
-24
Closed -$3.12K – 495
2025
Q4 		$3.12K Buy
24
+12
+100% +$1.44K ﹤0.01% 329
2025
Q3 		$1.4K Buy
+12
New +$1.34K ﹤0.01% 385
2025
Q2 		– Sell
-12
Closed -$988 – 610
2025
Q1 		$988 Buy
12
+4
+50% +$382 ﹤0.01% 390
2024
Q4 		$731 Buy
+8
New +$758 ﹤0.01% 382

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

Winnow Wealth's STT Position: Q1 2026 in Review

Winnow Wealth sold out of State Street (STT) in Q1 2026, closing a stake of 24 shares — an estimated $3.12K sold.

Winnow Wealth first reported a position in STT in Q4 2024 and held it in 4 quarters. The position peaked at $3.12K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Winnow Wealth reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 24 State Street shares in Q1 2026, an estimated $3.12K.
  • Winnow Wealth first reported a position in State Street in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's State Street position peaked at $3.12K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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