Back to MS-PP
APPLETON PARTNERS INC/MA → MS-PP
APPLETON PARTNERS INC/MA MS-PP Position History
MS-PP
Quarters held
5
Latest value
$26.3M
Q3 2026
Peak value
$29.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.3M |
| Q4 2025 | $26.9M |
| Q1 2026 | $24.7M |
| Q2 2026 | $29.1M |
| Q3 2026 | $26.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.3M | 139.8K | — | — |
| Q2 2026 | $29.1M | 139.2K | — | — |
| Q1 2026 | $24.7M | 150.2K | — | — |
| Q4 2025 | $26.9M | 151.5K | — | — |
| Q3 2025 | $24.3M | 152.9K | — | — |