Back to STT-PG
Nvest Wealth Strategies, Inc. → STT-PG
Nvest Wealth Strategies, Inc. STT-PG Position History
State Street Corporation
Quarters held
30
Latest value
$350
Q3 2026
Peak value
$8.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.4M |
| Q4 2025 | $4.6M |
| Q4 2025 | $25K |
| Q4 2025 | $4K |
| Q4 2025 | $11K |
| Q4 2025 | $1K |
| Q4 2025 | $4K |
| Q1 2026 | $6.8M |
| Q1 2026 | $4.8M |
| Q1 2026 | $25K |
| Q1 2026 | $4K |
| Q1 2026 | $14K |
| Q1 2026 | $254 |
| Q2 2026 | $8.4M |
| Q2 2026 | $5.5M |
| Q2 2026 | $25K |
| Q2 2026 | $4K |
| Q2 2026 | $12K |
| Q2 2026 | $340 |
| Q3 2026 | $2K |
| Q3 2026 | $2K |
| Q3 2026 | $6.3M |
| Q3 2026 | $2.6M |
| Q3 2026 | $14K |
| Q3 2026 | $14K |
| Q3 2026 | $24K |
| Q3 2026 | $4K |
| Q3 2026 | $14K |
| Q3 2026 | $350 |
| Q3 2026 | $350 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $350 | 2 | — | — |
| Q3 2026 | $350 | 2 | — | — |
| Q3 2026 | $14K | 230 | — | — |
| Q3 2026 | $4K | 80 | — | — |
| Q3 2026 | $24K | 554 | — | — |
| Q3 2026 | $14K | 507 | — | — |
| Q3 2026 | $14K | 507 | — | — |
| Q3 2026 | $2.6M | 25.6K | — | — |
| Q3 2026 | $6.3M | 58.4K | — | — |
| Q3 2026 | $2K | 86 | — | — |
| Q3 2026 | $2K | 86 | — | — |
| Q2 2026 | $340 | 2 | — | — |
| Q2 2026 | $12K | 230 | — | — |
| Q2 2026 | $4K | 80 | — | — |
| Q2 2026 | $25K | 554 | — | — |
| Q2 2026 | $5.5M | 50.3K | — | — |
| Q2 2026 | $8.4M | 70.7K | — | — |
| Q1 2026 | $254 | 2 | — | — |
| Q1 2026 | $14K | 230 | — | — |
| Q1 2026 | $4K | 80 | — | — |
| Q1 2026 | $25K | 554 | — | — |
| Q1 2026 | $4.8M | 50.2K | — | — |
| Q1 2026 | $6.8M | 70.2K | — | — |
| Q4 2025 | $4K | 31 | — | — |
| Q4 2025 | $1K | 10 | — | — |
| Q4 2025 | $11K | 244 | — | — |
| Q4 2025 | $4K | 80 | — | — |
| Q4 2025 | $25K | 554 | — | — |
| Q4 2025 | $4.6M | 50.9K | — | — |
| Q4 2025 | $7.4M | 78.7K | — | — |