Back to STT-PG
United Asset Strategies, Inc. → STT-PG
United Asset Strategies, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
64
Latest value
$510K
Q3 2026
Peak value
$39.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $2.4M |
| Q4 2025 | $3.1M |
| Q4 2025 | $14.6M |
| Q4 2025 | $388K |
| Q4 2025 | $6.6M |
| Q4 2025 | $2.9M |
| Q4 2025 | $2.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $9.9M |
| Q4 2025 | $2.4M |
| Q4 2025 | $39.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $378K |
| Q4 2025 | $861K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $3.1M |
| Q1 2026 | $13.7M |
| Q1 2026 | $446K |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.2M |
| Q1 2026 | $4.6M |
| Q1 2026 | $2.1M |
| Q1 2026 | $7.5M |
| Q1 2026 | $2.4M |
| Q1 2026 | $30.8M |
| Q1 2026 | $2.2M |
| Q1 2026 | $397K |
| Q1 2026 | $606K |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.3M |
| Q2 2026 | $7.7M |
| Q2 2026 | $3.8M |
| Q2 2026 | $15.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $449K |
| Q2 2026 | $1.5M |
| Q2 2026 | $2.5M |
| Q2 2026 | $5M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.4M |
| Q2 2026 | $2.6M |
| Q2 2026 | $29.7M |
| Q2 2026 | $2.1M |
| Q2 2026 | $575K |
| Q2 2026 | $577K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.4M |
| Q3 2026 | $7.7M |
| Q3 2026 | $3.8M |
| Q3 2026 | $14.8M |
| Q3 2026 | $1.3M |
| Q3 2026 | $234K |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.4M |
| Q3 2026 | $2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3.3M |
| Q3 2026 | $2.4M |
| Q3 2026 | $27.4M |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $510K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $510K | 12.9K | — | — |
| Q3 2026 | $1.1M | 26.3K | — | — |
| Q3 2026 | $2.3M | 21.0K | — | — |
| Q3 2026 | $27.4M | 140.1K | — | — |
| Q3 2026 | $2.4M | 14.1K | — | — |
| Q3 2026 | $3.3M | 62.4K | — | — |
| Q3 2026 | $1.9M | 31.6K | — | — |
| Q3 2026 | $2M | 18.5K | — | — |
| Q3 2026 | $2.4M | 14.1K | — | — |
| Q3 2026 | $1.4M | 28.7K | — | — |
| Q3 2026 | $234K | 2.6K | — | — |
| Q3 2026 | $1.3M | 2.5K | — | — |
| Q3 2026 | $14.8M | 165.3K | — | — |
| Q3 2026 | $3.8M | 59.7K | — | — |
| Q3 2026 | $7.7M | 271.9K | — | — |
| Q3 2026 | $3.4M | 67.9K | — | — |
| Q3 2026 | $1.3M | 25.3K | — | — |
| Q2 2026 | $577K | 12.7K | — | — |
| Q2 2026 | $575K | 13.1K | — | — |
| Q2 2026 | $2.1M | 19.6K | — | — |
| Q2 2026 | $29.7M | 155.7K | — | — |
| Q2 2026 | $2.6M | 14.0K | — | — |
| Q2 2026 | $3.4M | 63.3K | — | — |
| Q2 2026 | $1.7M | 31.9K | — | — |
| Q2 2026 | $5M | 42.2K | — | — |
| Q2 2026 | $2.5M | 15.9K | — | — |
| Q2 2026 | $1.5M | 28.8K | — | — |
| Q2 2026 | $449K | 4.9K | — | — |
| Q2 2026 | $1.5M | 2.3K | — | — |
| Q2 2026 | $15.4M | 175.7K | — | — |
| Q2 2026 | $3.8M | 56.3K | — | — |
| Q2 2026 | $7.7M | 250.6K | — | — |
| Q2 2026 | $3.3M | 66.1K | — | — |
| Q2 2026 | $1.3M | 25.0K | — | — |
| Q1 2026 | $606K | 13.2K | — | — |
| Q1 2026 | $397K | 9.7K | — | — |
| Q1 2026 | $2.2M | 19.9K | — | — |
| Q1 2026 | $30.8M | 231.8K | — | — |
| Q1 2026 | $2.4M | 14.7K | — | — |
| Q1 2026 | $7.5M | 151.3K | — | — |
| Q1 2026 | $2.1M | 33.7K | — | — |
| Q1 2026 | $4.6M | 42.5K | — | — |
| Q1 2026 | $2.2M | 15.2K | — | — |
| Q1 2026 | $1.5M | 29.8K | — | — |
| Q1 2026 | $446K | 4.9K | — | — |
| Q1 2026 | $13.7M | 178.8K | — | — |
| Q1 2026 | $3.1M | 53.1K | — | — |
| Q1 2026 | $2.9M | 62.6K | — | — |
| Q1 2026 | $1.2M | 24.8K | — | — |
| Q4 2025 | $861K | 20.2K | — | — |
| Q4 2025 | $378K | 9.4K | — | — |
| Q4 2025 | $2.2M | 18.8K | — | — |
| Q4 2025 | $39.2M | 272.4K | — | — |
| Q4 2025 | $2.4M | 15.2K | — | — |
| Q4 2025 | $9.9M | 180.3K | — | — |
| Q4 2025 | $1.8M | 40.0K | — | — |
| Q4 2025 | $2.5M | 21.3K | — | — |
| Q4 2025 | $2.9M | 18.6K | — | — |
| Q4 2025 | $6.6M | 146.3K | — | — |
| Q4 2025 | $388K | 4.3K | — | — |
| Q4 2025 | $14.6M | 182.4K | — | — |
| Q4 2025 | $3.1M | 53.8K | — | — |
| Q4 2025 | $2.4M | 53.7K | — | — |
| Q4 2025 | $1.2M | 24.6K | — | — |