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

MassMutual Private Wealth & Trust’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$129K Sell
239
-17
-7% -$9.7K ﹤0.01% 514
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its MSCI (MSCI) stake by 6.6% in Q3 2026, selling an estimated $9.7K and leaving 239 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

MassMutual Private Wealth & Trust first reported a position in MSCI in Q1 2016 and has held it in 28 quarters since. The position peaked at $177K in Q4 2025. 543 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 239 shares of MSCI worth $129K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 17 MSCI shares in Q3 2026, an estimated $9.7K.
  • MSCI made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #514 holding.
  • MassMutual Private Wealth & Trust first reported a position in MSCI in Q1 2016 and has held it in 28 quarters since.
  • MassMutual Private Wealth & Trust's MSCI position peaked at $177K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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