MassMutual Private Wealth & Trust
CDW icon

MassMutual Private Wealth & Trust’s CDW CDW Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40K Sell
312
-14
-4% -$1.97K ﹤0.01% 811
2026
Q2 		$45.8K Sell
326
-87
-21% -$10.9K ﹤0.01% 804
2026
Q1 		$50K Sell
413
-146
-26% -$18.4K ﹤0.01% 767
2025
Q4 		$76.1K Sell
559
-143
-20% -$21.1K ﹤0.01% 662
2025
Q3 		$112K Sell
702
-113
-14% -$19.2K ﹤0.01% 569
2025
Q2 		$146K Buy
815
+281
+53% +$47.7K ﹤0.01% 504
2025
Q1 		$85.6K Buy
534
+86
+19% +$15.6K ﹤0.01% 595
2024
Q4 		$78K Sell
448
-70
-14% -$13.6K ﹤0.01% 628
2024
Q3 		$117K Sell
518
-144
-22% -$32K ﹤0.01% 490
2024
Q2 		$148K Sell
662
-105
-14% -$24.4K ﹤0.01% 438
2024
Q1 		$196K Buy
767
+43
+6% +$10.2K 0.01% 381
2023
Q4 		$165K Sell
724
-31
-4% -$6.57K 0.01% 391
2023
Q3 		$152K Buy
755
+369
+96% +$73.6K 0.01% 396
2023
Q2 		$70.8K Sell
386
-11
-3% -$1.92K ﹤0.01% 489
2023
Q1 		$77.4K Buy
397
+291
+275% +$57.2K ﹤0.01% 457
2022
Q4 		$19K Buy
106
+5
+5% +$879 ﹤0.01% 644
2022
Q3 		$16K Buy
101
+39
+63% +$6.69K ﹤0.01% 631
2022
Q2 		$10K Sell
62
-1
-2% -$168 ﹤0.01% 714
2022
Q1 		$11K Buy
63
+13
+26% +$2.38K ﹤0.01% 713
2021
Q4 		$10K Buy
50
+6
+14% +$1.14K ﹤0.01% 726
2021
Q3 		$8K Hold
44
– – ﹤0.01% 743
2021
Q2 		$8K Buy
44
+21
+91% +$3.62K ﹤0.01% 707
2021
Q1 		$4K Buy
23
+7
+44% +$1.04K ﹤0.01% 751
2020
Q4 		$2K Buy
+16
New +$2.1K ﹤0.01% 776
2017
Q1 		– Sell
-130
Closed -$6.77K – 1038
2016
Q4 		$6.77K Buy
+130
New +$6.34K ﹤0.01% 506
2016
Q2 		– Sell
-646
Closed -$26.8K – 838
2016
Q1 		$26.8K Buy
646
+581
+894% +$22.6K ﹤0.01% 419
2015
Q4 		$2.73K Buy
+65
New +$2.83K ﹤0.01% 626

Other funds holding CDW

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's CDW Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its CDW (CDW) stake by 4.3% in Q3 2026, selling an estimated $1.97K and leaving 312 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

MassMutual Private Wealth & Trust first reported a position in CDW in Q4 2015 and has held it in 27 quarters since. The position peaked at $196K in Q1 2024. 454 funds tracked by Wall St. Rank hold CDW as of Q3 2026.

  • MassMutual Private Wealth & Trust held 312 shares of CDW worth $40K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 14 CDW shares in Q3 2026, an estimated $1.97K.
  • CDW made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #811 holding.
  • MassMutual Private Wealth & Trust first reported a position in CDW in Q4 2015 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's CDW position peaked at $196K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held CDW as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.