MassMutual Private Wealth & Trust
P icon

MassMutual Private Wealth & Trust’s Everpure Inc P Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$702K Sell
5,368
-17
-0.3% -$1.6K 0.02% 276
2026
Q2 		$424K Buy
5,385
+135
+3% +$9.9K 0.01% 333
2026
Q1 		$310K Sell
5,250
-239
-4% -$16.2K 0.01% 371
2025
Q4 		$368K Buy
5,489
+486
+10% +$40.6K 0.01% 348
2025
Q3 		$419K Buy
5,003
+1,311
+36% +$87.2K 0.01% 336
2025
Q2 		$213K Buy
3,692
+3,042
+468% +$151K 0.01% 430
2025
Q1 		$28.8K Buy
650
+233
+56% +$14.1K ﹤0.01% 898
2024
Q4 		$25.6K Buy
417
+58
+16% +$3.23K ﹤0.01% 925
2024
Q3 		$18K Sell
359
-65
-15% -$3.67K ﹤0.01% 933
2024
Q2 		$27.2K Buy
424
+161
+61% +$9.32K ﹤0.01% 780
2024
Q1 		$13.7K Buy
263
+255
+3,188% +$11.4K ﹤0.01% 940
2023
Q4 		$285 Buy
+8
New +$281 ﹤0.01% 1888
2022
Q4 		– Sell
-117
Closed -$3K – 1807
2022
Q3 		$3K Sell
117
-56
-32% -$1.58K ﹤0.01% 1122
2022
Q2 		$4K Hold
173
– – ﹤0.01% 982
2022
Q1 		$6K Buy
173
+24
+16% +$698 ﹤0.01% 879
2021
Q4 		$5K Hold
149
– – ﹤0.01% 908
2021
Q3 		$4K Hold
149
– – ﹤0.01% 939
2021
Q2 		$3K Sell
149
-715
-83% -$14.1K ﹤0.01% 950
2021
Q1 		$19K Buy
864
+108
+14% +$2.57K ﹤0.01% 531
2020
Q4 		$17K Buy
+756
New +$14.5K ﹤0.01% 545

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Everpure Inc (P) stake by 0.32% in Q3 2026, selling an estimated $1.6K and leaving 5,368 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #276.

MassMutual Private Wealth & Trust first reported a position in P in Q4 2020 and has held it in 20 quarters since. 657 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • MassMutual Private Wealth & Trust held 5,368 shares of Everpure Inc worth $702K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 17 Everpure Inc shares in Q3 2026, an estimated $1.6K.
  • Everpure Inc made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #276 holding.
  • MassMutual Private Wealth & Trust first reported a position in Everpure Inc in Q4 2020 and has held it in 20 quarters since.
  • 657 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

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