MPWT
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MassMutual Private Wealth & Trust’s Morgan Stanley MS Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Sell
64,118
-5,239
-8% -$1.04M 0.35% 67
2026
Q1 		$11.4M Sell
69,357
-10,530
-13% -$1.82M 0.31% 74
2025
Q4 		$14.2M Sell
79,887
-3,451
-4% -$576K 0.37% 71
2025
Q3 		$13.2M Buy
83,338
+2,537
+3% +$375K 0.34% 73
2025
Q2 		$11.4M Buy
80,801
+280
+0.3% +$34.4K 0.3% 78
2025
Q1 		$9.39M Buy
80,521
+897
+1% +$116K 0.27% 87
2024
Q4 		$10M Buy
79,624
+26,182
+49% +$3.22M 0.28% 85
2024
Q3 		$5.57M Buy
53,442
+49
+0.1% +$4.93K 0.16% 118
2024
Q2 		$5.19M Sell
53,393
-4,040
-7% -$385K 0.16% 124
2024
Q1 		$5.41M Buy
57,433
+14,542
+34% +$1.28M 0.17% 121
2023
Q4 		$4M Sell
42,891
-1,552
-3% -$124K 0.13% 148
2023
Q3 		$3.63M Sell
44,443
-1,065
-2% -$92.5K 0.13% 147
2023
Q2 		$3.89M Sell
45,508
-1,260
-3% -$108K 0.14% 145
2023
Q1 		$4.11M Buy
46,768
+852
+2% +$79.5K 0.16% 137
2022
Q4 		$3.9M Sell
45,916
-653
-1% -$55.7K 0.16% 141
2022
Q3 		$3.68M Sell
46,569
-2,316
-5% -$195K 0.17% 136
2022
Q2 		$3.72M Buy
48,885
+4,700
+11% +$385K 0.16% 138
2022
Q1 		$3.86M Buy
44,185
+389
+0.9% +$37.5K 0.15% 141
2021
Q4 		$4.3M Buy
43,796
+132
+0.3% +$13.1K 0.16% 137
2021
Q3 		$4.25M Sell
43,664
-973
-2% -$96.4K 0.18% 128
2021
Q2 		$4.09M Sell
44,637
-236
-0.5% -$20.2K 0.17% 133
2021
Q1 		$3.48M Buy
44,873
+43,471
+3,101% +$3.33M 0.16% 139
2020
Q4 		$96K Buy
1,402
+121
+9% +$6.94K ﹤0.01% 393
2020
Q3 		$62K Sell
1,281
-7
-0.5% -$353 ﹤0.01% 402
2020
Q2 		$62K Buy
1,288
+353
+38% +$14.8K ﹤0.01% 389
2020
Q1 		$32K Hold
935
– – ﹤0.01% 407
2019
Q4 		$48K Sell
935
-12
-1% -$568 ﹤0.01% 433
2019
Q3 		$40K Buy
947
+12
+1% +$513 ﹤0.01% 451
2019
Q2 		$41K Hold
935
– – ﹤0.01% 439
2019
Q1 		$39.5K Hold
935
– – ﹤0.01% 450
2018
Q4 		$37.1K Hold
935
– – ﹤0.01% 435
2018
Q3 		$43.5K Sell
935
-151
-14% -$7.37K ﹤0.01% 434
2018
Q2 		$51.5K Buy
1,086
+151
+16% +$7.89K ﹤0.01% 413
2018
Q1 		$50.5K Sell
935
-437
-32% -$24.2K ﹤0.01% 411
2017
Q4 		$72K Buy
1,372
+406
+42% +$20.5K 0.01% 416
2017
Q3 		$46.5K Buy
966
+121
+14% +$5.61K ﹤0.01% 524
2017
Q2 		$37.7K Sell
845
-335
-28% -$14.4K ﹤0.01% 519
2017
Q1 		$50.6K Hold
1,180
– – ﹤0.01% 472
2016
Q4 		$49.9K Buy
+1,180
New +$44.6K 0.01% 358
2016
Q2 		$30.7K Sell
1,180
-306
-21% -$8K ﹤0.01% 432
2016
Q1 		$37.2K Sell
1,486
-82,606
-98% -$2.11M 0.01% 391
2015
Q4 		$2.67M Buy
84,092
+46,313
+123% +$1.54M 0.38% 69
2015
Q3 		$1.31M Buy
37,779
+627
+2% +$22.8K 0.28% 95
2015
Q2 		$1.2M Sell
37,152
-14,154
-28% -$539K 0.27% 94
2015
Q1 		$1.83M Buy
51,306
+8,099
+19% +$291K 0.3% 86
2014
Q4 		$1.68M Buy
43,207
+5,428
+14% +$193K 0.54% 44
2014
Q3 		$1.31M Buy
37,779
+627
+2% +$20.9K 0.26% 98
2014
Q2 		$1.2M Buy
37,152
+10,350
+39% +$319K 0.47% 48
2014
Q1 		$835K Buy
26,802
+16,519
+161% +$510K 0.49% 59
2013
Q4 		$322K Buy
+10,283
New +$306K 0.3% 69

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Morgan Stanley (MS) stake by 7.6% in Q2 2026, selling an estimated $1.04M and leaving 64,118 shares worth $13.4M. The position accounts for 0.35% of the portfolio, ranked #67.

MassMutual Private Wealth & Trust first reported a position in MS in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.2M in Q4 2025. 1,255 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 64,118 shares of Morgan Stanley worth $13.4M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 5,239 Morgan Stanley shares in Q2 2026, an estimated $1.04M.
  • Morgan Stanley made up 0.35% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #67 holding.
  • MassMutual Private Wealth & Trust first reported a position in Morgan Stanley in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Morgan Stanley position peaked at $14.2M in Q4 2025.
  • 1,255 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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