MassMutual Private Wealth & Trust’s IES Holdings IESC Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$735	Hold	1	–	–	﹤0.01%	2223
2026 Q1	$476	Hold	1	–	–	﹤0.01%	2235
2025 Q4	$389	Hold	1	–	–	﹤0.01%	2269
2025 Q3	$398	Buy	+1	New	+$344	﹤0.01%	2268
2025 Q2	–	Sell	-3	Closed	-$495	–	2418
2025 Q1	$495	Buy	+3	New	+$626	﹤0.01%	2232

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its IES Holdings (IESC) position steady in Q2 2026 at 1 share worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

MassMutual Private Wealth & Trust first reported a position in IESC in Q1 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

MassMutual Private Wealth & Trust held 1 share of IES Holdings worth $735 as of Q2 2026.
MassMutual Private Wealth & Trust left its IES Holdings share count unchanged in Q2 2026.
IES Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2223 holding.
MassMutual Private Wealth & Trust first reported a position in IES Holdings in Q1 2025 and has held it in 5 quarters since.
121 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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