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MCCARTER PRIVATE WEALTH SERVICES LLC → STT-PG

MCCARTER PRIVATE WEALTH SERVICES LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
13
Latest value
$631K
Q3 2026
Peak value
$4.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$251K
Q4 2025$442K
Q1 2026$248K
Q1 2026$475K
Q2 2026$281K
Q2 2026$2.3M
Q2 2026$4.5M
Q2 2026$667K
Q3 2026$283K
Q3 2026$2.5M
Q3 2026$4.7M
Q3 2026$463K
Q3 2026$631K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$631K6.9K——
Q3 2026$463K5.0K——
Q3 2026$4.7M93.1K——
Q3 2026$2.5M48.1K——
Q3 2026$283K3.3K——
Q2 2026$667K7.3K——
Q2 2026$4.5M89.9K——
Q2 2026$2.3M44.4K——
Q2 2026$281K3.3K——
Q1 2026$475K10.3K——
Q1 2026$248K3.3K——
Q4 2025$442K10.3K——
Q4 2025$251K3.3K——

Other funds holding STT-PG

Other MCCARTER PRIVATE WEALTH SERVICES LLC positions

AVGO

BROADCOM INC

$14.1M
AVGO

BROADCOM INC

$13.8M
AVGO

BROADCOM INC

$12.6M
AVGO

BROADCOM INC

$12M
MSFT

MICROSOFT CORP

$8.4M
MSFT

MICROSOFT CORP

$7.9M
FIS

FIDELITY MERRIMACK STR TR

$7.8M
FIS

FIDELITY MERRIMACK STR TR

$7.5M