MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Idacorp IDA Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.5K Hold
241
– – ﹤0.01% 892
2026
Q2 		$36.5K Hold
241
– – ﹤0.01% 896
2026
Q1 		$34.5K Buy
241
+3
+1% +$411 ﹤0.01% 891
2025
Q4 		$30.1K Hold
238
– – ﹤0.01% 959
2025
Q3 		$31.5K Hold
238
– – ﹤0.01% 947
2025
Q2 		$27.5K Hold
238
– – ﹤0.01% 981
2025
Q1 		$27.7K Sell
238
-4
-2% -$448 ﹤0.01% 913
2024
Q4 		$26.4K Buy
242
+120
+98% +$13.2K ﹤0.01% 911
2024
Q3 		$12.6K Sell
122
-122
-50% -$12.2K ﹤0.01% 1063
2024
Q2 		$22.7K Buy
244
+200
+455% +$18.8K ﹤0.01% 834
2024
Q1 		$4.09K Sell
44
-6
-12% -$549 ﹤0.01% 1334
2023
Q4 		$4.92K Buy
50
+3
+6% +$290 ﹤0.01% 1249
2023
Q3 		$4.4K Sell
47
-22
-32% -$2.17K ﹤0.01% 1288
2023
Q2 		$7.08K Buy
69
+29
+73% +$3.12K ﹤0.01% 1082
2023
Q1 		$4.33K Buy
40
+34
+567% +$3.57K ﹤0.01% 1185
2022
Q4 		$1K Hold
6
– – ﹤0.01% 1466
2022
Q3 		$1K Hold
6
– – ﹤0.01% 1446
2022
Q2 		$1K Hold
6
– – ﹤0.01% 1328
2022
Q1 		$1K Buy
+6
New +$653 ﹤0.01% 1343

Other funds holding IDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Idacorp (IDA) position steady in Q3 2026 at 241 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

MassMutual Private Wealth & Trust first reported a position in IDA in Q1 2022 and has held it in 19 quarters since. The position peaked at $36.5K in Q2 2026. 304 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • MassMutual Private Wealth & Trust held 241 shares of Idacorp worth $31.5K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Idacorp share count unchanged in Q3 2026.
  • Idacorp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #892 holding.
  • MassMutual Private Wealth & Trust first reported a position in Idacorp in Q1 2022 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's Idacorp position peaked at $36.5K in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

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