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MassMutual Private Wealth & Trust’s Penske Automotive Group PAG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22K Buy
123
+27
+28% +$4.51K ﹤0.01% 1080
2026
Q1 		$14.4K Buy
96
+26
+37% +$4.12K ﹤0.01% 1229
2025
Q4 		$11.1K Buy
70
+5
+8% +$822 ﹤0.01% 1340
2025
Q3 		$11.3K Sell
65
-1
-2% -$178 ﹤0.01% 1344
2025
Q2 		$11.3K Buy
66
+37
+128% +$5.93K ﹤0.01% 1306
2025
Q1 		$4.17K Buy
29
+9
+45% +$1.44K ﹤0.01% 1671
2024
Q4 		$3.05K Hold
20
– – ﹤0.01% 1702
2024
Q3 		$3.25K Buy
20
+1
+5% +$159 ﹤0.01% 1509
2024
Q2 		$2.83K Buy
19
+4
+27% +$608 ﹤0.01% 1515
2024
Q1 		$2.43K Sell
15
-4
-21% -$611 ﹤0.01% 1483
2023
Q4 		$3.05K Buy
19
+8
+73% +$1.23K ﹤0.01% 1374
2023
Q3 		$1.84K Hold
11
– – ﹤0.01% 1525
2023
Q2 		$1.83K Hold
11
– – ﹤0.01% 1496
2023
Q1 		$1.56K Hold
11
– – ﹤0.01% 1482
2022
Q4 		$1K Hold
11
– – ﹤0.01% 1511
2022
Q3 		$1K Sell
11
-2
-15% -$223 ﹤0.01% 1478
2022
Q2 		$1K Buy
13
+2
+18% +$214 ﹤0.01% 1372
2022
Q1 		$1K Hold
11
– – ﹤0.01% 1385
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1276
2021
Q3 		$1K Hold
11
– – ﹤0.01% 1204
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1160
2021
Q1 		$1K Buy
+11
New +$769 ﹤0.01% 1013

Other funds holding PAG

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Penske Automotive Group (PAG) stake by 28% in Q2 2026, buying an estimated $4.51K and bringing the position to 123 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

MassMutual Private Wealth & Trust first reported a position in PAG in Q1 2021 and has held it in 22 quarters since. 135 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 123 shares of Penske Automotive Group worth $22K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 27 Penske Automotive Group shares in Q2 2026, an estimated $4.51K.
  • Penske Automotive Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1080 holding.
  • MassMutual Private Wealth & Trust first reported a position in Penske Automotive Group in Q1 2021 and has held it in 22 quarters since.
  • 135 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

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