MPWT
J icon

MassMutual Private Wealth & Trust’s Jacobs Solutions J Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.8K Sell
181
-11
-6% -$1.35K ﹤0.01% 1069
2026
Q1 		$24.4K Sell
192
-142
-43% -$19.3K ﹤0.01% 1020
2025
Q4 		$44.2K Sell
334
-30
-8% -$4.4K ﹤0.01% 833
2025
Q3 		$54.5K Buy
364
+75
+26% +$10.8K ﹤0.01% 769
2025
Q2 		$38K Sell
289
-12,236
-98% -$1.51M ﹤0.01% 869
2025
Q1 		$1.5M Sell
12,525
-141
-1% -$18.2K 0.04% 222
2024
Q4 		$1.68M Sell
12,666
-5,342
-30% -$735K 0.05% 211
2024
Q3 		$2.33M Sell
18,008
-4,247
-19% -$512K 0.07% 190
2024
Q2 		$2.57M Sell
22,255
-2,435
-10% -$286K 0.08% 174
2024
Q1 		$3.14M Buy
24,690
+549
+2% +$64.4K 0.1% 165
2023
Q4 		$2.59M Sell
24,141
-483
-2% -$52.6K 0.09% 172
2023
Q3 		$2.78M Sell
24,624
-356
-1% -$38.4K 0.1% 167
2023
Q2 		$2.46M Sell
24,980
-331
-1% -$31.6K 0.09% 180
2023
Q1 		$2.46M Buy
25,311
+1,210
+5% +$121K 0.09% 174
2022
Q4 		$2.39M Buy
24,101
+686
+3% +$67.4K 0.1% 172
2022
Q3 		$2.1M Buy
23,415
+1,155
+5% +$120K 0.1% 172
2022
Q2 		$2.34M Buy
22,260
+1,660
+8% +$186K 0.1% 168
2022
Q1 		$2.35M Buy
20,600
+1,308
+7% +$140K 0.09% 174
2021
Q4 		$2.22M Buy
19,292
+2,985
+18% +$345K 0.08% 179
2021
Q3 		$1.79M Buy
16,307
+3,297
+25% +$364K 0.07% 182
2021
Q2 		$1.44M Buy
13,010
+3,161
+32% +$357K 0.06% 206
2021
Q1 		$1.05M Buy
9,849
+4,068
+70% +$388K 0.05% 218
2020
Q4 		$521K Sell
5,781
-642
-10% -$54.4K 0.03% 274
2020
Q3 		$493K Sell
6,423
-251
-4% -$18.3K 0.03% 265
2020
Q2 		$468K Sell
6,674
-1,427
-18% -$96.2K 0.03% 253
2020
Q1 		$531K Sell
8,101
-222
-3% -$16.7K 0.04% 219
2019
Q4 		$618K Buy
8,323
+32
+0.4% +$2.42K 0.04% 244
2019
Q3 		$628K Sell
8,291
-76
-0.9% -$5.44K 0.04% 232
2019
Q2 		$584K Sell
8,367
-595
-7% -$38.4K 0.04% 244
2019
Q1 		$557K Sell
8,962
-195
-2% -$11K 0.04% 248
2018
Q4 		$443K Sell
9,157
-300
-3% -$17.1K 0.04% 253
2018
Q3 		$598K Sell
9,457
-203
-2% -$11.9K 0.04% 240
2018
Q2 		$507K Sell
9,660
-144
-1% -$7.41K 0.04% 245
2018
Q1 		$480K Sell
9,804
-9
-0.1% -$476 0.04% 240
2017
Q4 		$535K Sell
9,813
-894
-8% -$45.9K 0.04% 233
2017
Q3 		$516K Sell
10,707
-365
-3% -$16.3K 0.04% 228
2017
Q2 		$498K Sell
11,072
-338
-3% -$15K 0.04% 222
2017
Q1 		$522K Sell
11,410
-714
-6% -$33.8K 0.05% 219
2016
Q4 		$572K Buy
+12,124
New +$558K 0.07% 183
2016
Q2 		$554K Sell
13,444
-864
-6% -$34K 0.07% 216
2016
Q1 		$515K Buy
14,308
+77
+0.5% +$2.52K 0.07% 213
2015
Q4 		$494K Buy
14,231
+5,846
+70% +$200K 0.07% 214
2015
Q3 		$339K Buy
8,385
+2,242
+36% +$75K 0.07% 220
2015
Q2 		$271K Sell
6,143
-7,121
-54% -$260K 0.06% 228
2015
Q1 		$495K Buy
13,264
+1,542
+13% +$54.1K 0.08% 211
2014
Q4 		$433K Buy
11,722
+3,337
+40% +$127K 0.14% 152
2014
Q3 		$339K Buy
8,385
+2,333
+39% +$102K 0.07% 217
2014
Q2 		$267K Buy
6,052
+2,599
+75% +$124K 0.11% 152
2014
Q1 		$181K Buy
3,453
+1,578
+84% +$81.3K 0.11% 136
2013
Q4 		$97.7K Buy
+1,875
New +$92.9K 0.09% 140

Other funds holding J

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return