MassMutual Private Wealth & Trust’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $59.9K | Sell |
222
-17
| -7% | -$4.68K | ﹤0.01% | 689 |
|
|
2026
Q2 | $55K | Buy |
239
+28
| +13% | +$6.43K | ﹤0.01% | 739 |
|
|
2026
Q1 | $45.8K | Sell |
211
-50
| -19% | -$11.7K | ﹤0.01% | 796 |
|
|
2025
Q4 | $75.7K | Buy |
261
+156
| +149% | +$43.8K | ﹤0.01% | 664 |
|
|
2025
Q3 | $30.1K | Buy |
105
+1
| +1% | +$382 | ﹤0.01% | 962 |
|
|
2025
Q2 | $46.5K | Sell |
104
-14
| -12% | -$6.13K | ﹤0.01% | 809 |
|
|
2025
Q1 | $53.6K | Buy |
118
+28
| +31% | +$12.7K | ﹤0.01% | 710 |
|
|
2024
Q4 | $43.2K | Buy |
90
+3
| +3% | +$1.42K | ﹤0.01% | 781 |
|
|
2024
Q3 | $40K | Buy |
87
+3
| +4% | +$1.27K | ﹤0.01% | 720 |
|
|
2024
Q2 | $34.3K | Buy |
84
+17
| +25% | +$7.22K | ﹤0.01% | 725 |
|
|
2024
Q1 | $30.4K | Sell |
67
-4
| -6% | -$1.86K | ﹤0.01% | 728 |
|
|
2023
Q4 | $33.9K | Sell |
71
-8
| -10% | -$3.6K | ﹤0.01% | 696 |
|
|
2023
Q3 | $34.5K | Buy |
79
+13
| +20% | +$5.54K | ﹤0.01% | 681 |
|
|
2023
Q2 | $26.4K | Buy |
66
+12
| +22% | +$4.84K | ﹤0.01% | 695 |
|
|
2023
Q1 | $22.4K | Buy |
54
+24
| +80% | +$10K | ﹤0.01% | 703 |
|
|
2022
Q4 | $12K | Buy |
30
+13
| +76% | +$5.54K | ﹤0.01% | 757 |
|
|
2022
Q3 | $7K | Buy |
17
+7
| +70% | +$2.96K | ﹤0.01% | 832 |
|
|
2022
Q2 | $4K | Buy |
10
+8
| +400% | +$3.13K | ﹤0.01% | 955 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1319 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$897 | ﹤0.01% | 1214 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$4K | – | 1128 |
|
|
2020
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 706 |
|
|
2020
Q3 | $4K | Buy |
+12
| New | +$4.15K | ﹤0.01% | 656 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$7.42K | – | 1061 |
|
|
2017
Q1 | $7.42K | Hold |
45
| – | – | ﹤0.01% | 755 |
|
|
2016
Q4 | $7.35K | Buy |
+45
| New | +$7.18K | ﹤0.01% | 500 |
|
|
2016
Q2 | $7.26K | Sell |
45
-99
| -69% | -$15.3K | ﹤0.01% | 536 |
|
|
2016
Q1 | $21.8K | Buy |
144
+73
| +103% | +$10.9K | ﹤0.01% | 441 |
|
|
2015
Q4 | $11.5K | Hold |
71
| – | – | ﹤0.01% | 469 |
|
|
2015
Q3 | $8.63K | Buy |
71
+45
| +173% | +$7.36K | ﹤0.01% | 548 |
|
|
2015
Q2 | $3.13K | Sell |
26
-45
| -63% | -$7.31K | ﹤0.01% | 613 |
|
|
2015
Q1 | $11.3K | Hold |
71
| – | – | ﹤0.01% | 481 |
|
|
2014
Q4 | $10K | Hold |
71
| – | – | ﹤0.01% | 414 |
|
|
2014
Q3 | $8.63K | Buy |
71
+45
| +173% | +$5.56K | ﹤0.01% | 539 |
|
|
2014
Q2 | $3.13K | Hold |
26
| – | – | ﹤0.01% | 476 |
|
|
2014
Q1 | $2.8K | Hold |
26
| – | – | ﹤0.01% | 474 |
|
|
2013
Q4 | $2.82K | Buy |
+26
| New | +$2.89K | ﹤0.01% | 404 |
|
Other funds holding FDS
MassMutual Private Wealth & Trust's FDS Position: Q3 2026 in Review
MassMutual Private Wealth & Trust reduced its Factset (FDS) stake by 7.1% in Q3 2026, selling an estimated $4.68K and leaving 222 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #689.
MassMutual Private Wealth & Trust first reported a position in FDS in Q4 2013 and has held it in 35 quarters since. The position peaked at $75.7K in Q4 2025. 691 funds tracked by Wall St. Rank hold FDS as of Q3 2026.
- MassMutual Private Wealth & Trust held 222 shares of Factset worth $59.9K as of Q3 2026.
- MassMutual Private Wealth & Trust sold 17 Factset shares in Q3 2026, an estimated $4.68K.
- Factset made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #689 holding.
- MassMutual Private Wealth & Trust first reported a position in Factset in Q4 2013 and has held it in 35 quarters since.
- MassMutual Private Wealth & Trust's Factset position peaked at $75.7K in Q4 2025.
- 691 funds tracked by Wall St. Rank held Factset as of Q3 2026.
Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.