MassMutual Private Wealth & Trust’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$143K Sell
256
-1
-0.4% -$583 ﹤0.01% 513
2026
Q1
$139K Sell
257
-52
-17% -$29.3K ﹤0.01% 509
2025
Q4
$177K Buy
309
+15
+5% +$8.41K ﹤0.01% 467
2025
Q3
$167K Buy
294
+32
+12% +$18.1K ﹤0.01% 480
2025
Q2
$151K Sell
262
-34
-11% -$18.8K ﹤0.01% 494
2025
Q1
$167K Buy
296
+77
+35% +$44.8K ﹤0.01% 456
2024
Q4
$131K Sell
219
-6
-3% -$3.6K ﹤0.01% 528
2024
Q3
$131K Sell
225
-20
-8% -$10.8K ﹤0.01% 475
2024
Q2
$118K Buy
245
+6
+3% +$2.98K ﹤0.01% 489
2024
Q1
$134K Buy
239
+35
+17% +$19.7K ﹤0.01% 434
2023
Q4
$115K Sell
204
-3
-1% -$1.55K ﹤0.01% 442
2023
Q3
$106K Buy
207
+26
+14% +$13.7K ﹤0.01% 446
2023
Q2
$84.9K Buy
181
+26
+17% +$12.7K ﹤0.01% 459
2023
Q1
$86.8K Buy
155
+30
+24% +$15.9K ﹤0.01% 442
2022
Q4
$58K Buy
125
+22
+21% +$10.2K ﹤0.01% 466
2022
Q3
$43K Buy
103
+30
+41% +$13.7K ﹤0.01% 479
2022
Q2
$30K Sell
73
-19
-21% -$8.27K ﹤0.01% 518
2022
Q1
$46K Sell
92
-3
-3% -$1.56K ﹤0.01% 474
2021
Q4
$58K Buy
95
+2
+2% +$1.25K ﹤0.01% 471
2021
Q3
$57K Sell
93
-6
-6% -$3.67K ﹤0.01% 465
2021
Q2
$53K Buy
99
+62
+168% +$29.6K ﹤0.01% 469
2021
Q1
$16K Buy
37
+32
+640% +$13.4K ﹤0.01% 541
2020
Q4
$2K Buy
+5
New +$1.96K ﹤0.01% 793
2020
Q3
Sell
-4
Closed -$1K 790
2020
Q2
$1K Buy
+4
New +$1.29K ﹤0.01% 701
2019
Q1
Sell
-24
Closed -$3.54K 940
2018
Q4
$3.54K Buy
+24
New +$3.65K ﹤0.01% 729
2018
Q3
Sell
-4
Closed -$662 1067
2018
Q2
$662 Buy
+4
New +$631 ﹤0.01% 1049
2016
Q2
Sell
-71
Closed -$5.37K 885
2016
Q1
$5.26K Buy
+71
New +$4.91K ﹤0.01% 628

Other funds holding MSCI

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

MassMutual Private Wealth & Trust reduced its MSCI (MSCI) stake by 0.39% in Q2 2026, selling an estimated $583 and leaving 256 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

MassMutual Private Wealth & Trust first reported a position in MSCI in Q1 2016 and has held it in 27 quarters since. The position peaked at $177K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 256 shares of MSCI worth $143K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #513 holding.
  • MassMutual Private Wealth & Trust first reported a position in MSCI in Q1 2016 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's MSCI position peaked at $177K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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