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APPLETON PARTNERS INC/MA → STT-PG
APPLETON PARTNERS INC/MA STT-PG Position History
State Street Corporation • Banking
Quarters held
69
Latest value
$4.8M
Q3 2026
Peak value
$33.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $868K |
| Q3 2025 | $9.8M |
| Q3 2025 | $8.2M |
| Q3 2025 | $828K |
| Q3 2025 | $212K |
| Q3 2025 | $13.8M |
| Q3 2025 | $1.2M |
| Q3 2025 | $3.1M |
| Q3 2025 | $24.1M |
| Q3 2025 | $1.5M |
| Q3 2025 | $3.8M |
| Q3 2025 | $1.5M |
| Q3 2025 | $5.8M |
| Q4 2025 | $785K |
| Q4 2025 | $10.3M |
| Q4 2025 | $8.7M |
| Q4 2025 | $815K |
| Q4 2025 | $211K |
| Q4 2025 | $14.7M |
| Q4 2025 | $1.1M |
| Q4 2025 | $3.3M |
| Q4 2025 | $201K |
| Q4 2025 | $24.3M |
| Q4 2025 | $1.6M |
| Q4 2025 | $3.6M |
| Q4 2025 | $1.4M |
| Q4 2025 | $5.5M |
| Q1 2026 | $797K |
| Q1 2026 | $11.4M |
| Q1 2026 | $9.8M |
| Q1 2026 | $688K |
| Q1 2026 | $13.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.4M |
| Q1 2026 | $241K |
| Q1 2026 | $31.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.9M |
| Q2 2026 | $897K |
| Q2 2026 | $12.2M |
| Q2 2026 | $10.6M |
| Q2 2026 | $706K |
| Q2 2026 | $210K |
| Q2 2026 | $15.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.7M |
| Q2 2026 | $236K |
| Q2 2026 | $275K |
| Q2 2026 | $29M |
| Q2 2026 | $1.5M |
| Q2 2026 | $4.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.5M |
| Q3 2026 | $882K |
| Q3 2026 | $12.3M |
| Q3 2026 | $10.7M |
| Q3 2026 | $672K |
| Q3 2026 | $20.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.7M |
| Q3 2026 | $241K |
| Q3 2026 | $323K |
| Q3 2026 | $33.8M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.7M |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 122.3K | — | — |
| Q3 2026 | $1.2M | 10.8K | — | — |
| Q3 2026 | $4.7M | 23.9K | — | — |
| Q3 2026 | $1.3M | 24.9K | — | — |
| Q3 2026 | $33.8M | 549.4K | — | — |
| Q3 2026 | $323K | 6.6K | — | — |
| Q3 2026 | $241K | 3.9K | — | — |
| Q3 2026 | $3.7M | 163.8K | — | — |
| Q3 2026 | $1.4M | 7.6K | — | — |
| Q3 2026 | $20.8M | 673.6K | — | — |
| Q3 2026 | $672K | 4.6K | — | — |
| Q3 2026 | $10.7M | 439.6K | — | — |
| Q3 2026 | $12.3M | 379.8K | — | — |
| Q3 2026 | $882K | 11.0K | — | — |
| Q2 2026 | $5.5M | 120.4K | — | — |
| Q2 2026 | $1.2M | 10.9K | — | — |
| Q2 2026 | $4.6M | 23.9K | — | — |
| Q2 2026 | $1.5M | 27.1K | — | — |
| Q2 2026 | $29M | 546.3K | — | — |
| Q2 2026 | $275K | 5.4K | — | — |
| Q2 2026 | $236K | 3.9K | — | — |
| Q2 2026 | $3.7M | 156.0K | — | — |
| Q2 2026 | $1.2M | 7.8K | — | — |
| Q2 2026 | $15.6M | 506.5K | — | — |
| Q2 2026 | $210K | 2.2K | — | — |
| Q2 2026 | $706K | 4.6K | — | — |
| Q2 2026 | $10.6M | 414.0K | — | — |
| Q2 2026 | $12.2M | 365.8K | — | — |
| Q2 2026 | $897K | 11.2K | — | — |
| Q1 2026 | $5.9M | 129.2K | — | — |
| Q1 2026 | $1.1M | 10.3K | — | — |
| Q1 2026 | $3.1M | 23.5K | — | — |
| Q1 2026 | $1.4M | 28.2K | — | — |
| Q1 2026 | $31.9M | 520.2K | — | — |
| Q1 2026 | $241K | 4.8K | — | — |
| Q1 2026 | $3.4M | 145.1K | — | — |
| Q1 2026 | $1.4M | 7.9K | — | — |
| Q1 2026 | $13.8M | 448.2K | — | — |
| Q1 2026 | $688K | 4.7K | — | — |
| Q1 2026 | $9.8M | 381.8K | — | — |
| Q1 2026 | $11.4M | 340.8K | — | — |
| Q1 2026 | $797K | 11.5K | — | — |
| Q4 2025 | $5.5M | 129.5K | — | — |
| Q4 2025 | $1.4M | 11.7K | — | — |
| Q4 2025 | $3.6M | 25.1K | — | — |
| Q4 2025 | $1.6M | 28.6K | — | — |
| Q4 2025 | $24.3M | 543.5K | — | — |
| Q4 2025 | $201K | 4.4K | — | — |
| Q4 2025 | $3.3M | 139.6K | — | — |
| Q4 2025 | $1.1M | 8.5K | — | — |
| Q4 2025 | $14.7M | 477.0K | — | — |
| Q4 2025 | $211K | 2.5K | — | — |
| Q4 2025 | $815K | 5.9K | — | — |
| Q4 2025 | $8.7M | 337.6K | — | — |
| Q4 2025 | $10.3M | 305.7K | — | — |
| Q4 2025 | $785K | 11.9K | — | — |
| Q3 2025 | $5.8M | 65.9K | — | — |
| Q3 2025 | $1.5M | 12.5K | — | — |
| Q3 2025 | $3.8M | 13.5K | — | — |
| Q3 2025 | $1.5M | 27.3K | — | — |
| Q3 2025 | $24.1M | 270.3K | — | — |
| Q3 2025 | $3.1M | 130.4K | — | — |
| Q3 2025 | $1.2M | 9.1K | — | — |
| Q3 2025 | $13.8M | 445.9K | — | — |
| Q3 2025 | $212K | 2.5K | — | — |
| Q3 2025 | $828K | 5.9K | — | — |
| Q3 2025 | $8.2M | 316.0K | — | — |
| Q3 2025 | $9.8M | 287.8K | — | — |
| Q3 2025 | $868K | 13.1K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B