MPWT
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MassMutual Private Wealth & Trust’s Factset FDS Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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% +$1.43K ﹤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% +$9.99K ﹤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 		$9.99K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

MassMutual Private Wealth & Trust's FDS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Factset (FDS) stake by 13% in Q2 2026, buying an estimated $6.43K and bringing the position to 239 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

MassMutual Private Wealth & Trust first reported a position in FDS in Q4 2013 and has held it in 34 quarters since. The position peaked at $75.7K in Q4 2025. 282 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 239 shares of Factset worth $55K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 28 Factset shares in Q2 2026, an estimated $6.43K.
  • Factset made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #739 holding.
  • MassMutual Private Wealth & Trust first reported a position in Factset in Q4 2013 and has held it in 34 quarters since.
  • MassMutual Private Wealth & Trust's Factset position peaked at $75.7K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.