GOOG β€” ALPHABET INC

Ownership history in MCCARTER PRIVATE WEALTH SERVICES LLC  Β·  5 quarters on record

AI Ownership Summary

MCCARTER PRIVATE WEALTH SERVICES LLC reported ALPHABET INC (GOOG) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.36% in 2025 Q4. The latest visible filing shows GOOG at 2.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCCARTER PRIVATE WEALTH SERVICES LLC's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GOOG was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MCCARTER PRIVATE WEALTH SERVICES LLC held GOOG β€” position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 16,743 β€” 0% 2.36% $5.3M 2026-02-14 (Est.) $305.80
2025 Q3 REDUCED 16,743 -40 -0.2% 2.09% $4.1M 2025-10-22 $252.19
2025 Q2 ADDED 16,783 +30 +0.2% 1.70% $3.0M 2025-08-04 $195.31
2025 Q1 REDUCED 16,753 -220 -1.3% 1.71% $2.6M 2025-05-14 $166.24
2024 Q3 INITIATED 16,973 β€” β€” 1.79% $2.8M 2024-11-14 $176.34

FAQ About MCCARTER PRIVATE WEALTH SERVICES LLC and GOOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCCARTER PRIVATE WEALTH SERVICES LLC reported owning GOOG?

MCCARTER PRIVATE WEALTH SERVICES LLC reported GOOG across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported GOOG position in MCCARTER PRIVATE WEALTH SERVICES LLC's portfolio?

The largest reported portfolio weight for GOOG was 2.36% in 2025 Q4.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2025 Q4, when MCCARTER PRIVATE WEALTH SERVICES LLC reported 16,743 shares, equal to 2.36% of portfolio, with an estimated market value of $5.3M.

What does the chart on this GOOG ownership page compare?

The chart compares MCCARTER PRIVATE WEALTH SERVICES LLC's quarterly GOOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MCCARTER PRIVATE WEALTH SERVICES LLC Holdings