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MassMutual Private Wealth & Trust’s Goldman Sachs GS Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7M Sell
13,568
-1,228
-8% -$1.2M 0.35% 66
2026
Q1 		$12.5M Sell
14,796
-1,513
-9% -$1.35M 0.34% 71
2025
Q4 		$14.3M Sell
16,309
-1,160
-7% -$947K 0.37% 70
2025
Q3 		$13.9M Sell
17,469
-674
-4% -$499K 0.35% 71
2025
Q2 		$12.8M Sell
18,143
-861
-5% -$499K 0.34% 72
2025
Q1 		$10.4M Sell
19,004
-7
-0% -$4.21K 0.3% 80
2024
Q4 		$10.9M Buy
19,011
+6,546
+53% +$3.65M 0.31% 78
2024
Q3 		$6.17M Buy
12,465
+33
+0.3% +$16.1K 0.18% 111
2024
Q2 		$5.62M Buy
12,432
+753
+6% +$330K 0.17% 118
2024
Q1 		$4.88M Buy
11,679
+80
+0.7% +$31K 0.15% 129
2023
Q4 		$4.47M Sell
11,599
-351
-3% -$117K 0.15% 137
2023
Q3 		$3.87M Sell
11,950
-225
-2% -$75.2K 0.14% 137
2023
Q2 		$3.93M Sell
12,175
-464
-4% -$153K 0.14% 143
2023
Q1 		$4.13M Sell
12,639
-6
-0% -$2.09K 0.16% 136
2022
Q4 		$4.34M Buy
12,645
+161
+1% +$56.1K 0.18% 131
2022
Q3 		$3.66M Buy
12,484
+184
+1% +$59.6K 0.17% 137
2022
Q2 		$3.65M Sell
12,300
-1,731
-12% -$539K 0.16% 139
2022
Q1 		$4.63M Buy
14,031
+160
+1% +$56.5K 0.18% 128
2021
Q4 		$5.31M Sell
13,871
-90
-0.6% -$35.6K 0.2% 119
2021
Q3 		$5.28M Buy
13,961
+1
+0% +$391 0.22% 114
2021
Q2 		$5.3M Buy
13,960
+329
+2% +$118K 0.23% 114
2021
Q1 		$4.46M Buy
13,631
+77
+0.6% +$24K 0.21% 120
2020
Q4 		$3.57M Sell
13,554
-269
-2% -$59.9K 0.18% 130
2020
Q3 		$2.78M Sell
13,823
-9,187
-40% -$1.87M 0.16% 137
2020
Q2 		$4.55M Buy
23,010
+2,119
+10% +$398K 0.29% 89
2020
Q1 		$3.23M Buy
20,891
+7,705
+58% +$1.64M 0.26% 100
2019
Q4 		$3.03M Buy
13,186
+531
+4% +$115K 0.19% 139
2019
Q3 		$2.62M Buy
12,655
+1,106
+10% +$231K 0.18% 139
2019
Q2 		$2.36M Buy
11,549
+246
+2% +$48.7K 0.16% 143
2019
Q1 		$2.17M Buy
11,303
+1,803
+19% +$348K 0.16% 143
2018
Q4 		$1.59M Buy
9,500
+123
+1% +$24.8K 0.14% 148
2018
Q3 		$2.1M Buy
9,377
+299
+3% +$69.5K 0.16% 133
2018
Q2 		$2M Sell
9,078
-945
-9% -$225K 0.16% 136
2018
Q1 		$2.52M Buy
10,023
+251
+3% +$65.3K 0.21% 113
2017
Q4 		$2.49M Sell
9,772
-47
-0.5% -$11.5K 0.21% 120
2017
Q3 		$2.33M Sell
9,819
-393
-4% -$88.6K 0.19% 128
2017
Q2 		$2.27M Sell
10,212
-222
-2% -$49.3K 0.2% 130
2017
Q1 		$2.4M Buy
10,434
+9
+0.1% +$2.17K 0.23% 126
2016
Q4 		$2.5M Buy
+10,425
New +$2.12M 0.31% 96
2016
Q2 		$1.68M Sell
11,307
-73
-0.6% -$11.4K 0.21% 132
2016
Q1 		$1.79M Sell
11,380
-150
-1% -$23.2K 0.24% 115
2015
Q4 		$2.08M Sell
11,530
-1,494
-11% -$278K 0.3% 90
2015
Q3 		$2.39M Buy
13,024
+2,089
+19% +$410K 0.5% 51
2015
Q2 		$1.83M Sell
10,935
-1,524
-12% -$311K 0.41% 59
2015
Q1 		$2.34M Buy
12,459
+9,192
+281% +$1.71M 0.39% 63
2014
Q4 		$633K Sell
3,267
-9,757
-75% -$1.83M 0.2% 129
2014
Q3 		$2.39M Buy
13,024
+12,789
+5,442% +$2.25M 0.48% 54
2014
Q2 		$39.3K Sell
235
-26
-10% -$4.2K 0.02% 242
2014
Q1 		$42.8K Buy
261
+64
+32% +$10.8K 0.03% 211
2013
Q4 		$34.9K Buy
+197
New +$32.5K 0.03% 207

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Goldman Sachs (GS) stake by 8.3% in Q2 2026, selling an estimated $1.2M and leaving 13,568 shares worth $13.7M. The position accounts for 0.35% of the portfolio, ranked #66.

MassMutual Private Wealth & Trust first reported a position in GS in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.3M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 13,568 shares of Goldman Sachs worth $13.7M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,228 Goldman Sachs shares in Q2 2026, an estimated $1.2M.
  • Goldman Sachs made up 0.35% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #66 holding.
  • MassMutual Private Wealth & Trust first reported a position in Goldman Sachs in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Goldman Sachs position peaked at $14.3M in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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