MassMutual Private Wealth & Trust’s ePlus PLUS Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.41K	Hold	49	–	–	﹤0.01%	1665
2026 Q2	$4.08K	Hold	49	–	–	﹤0.01%	1761
2026 Q1	$3.69K	Hold	49	–	–	﹤0.01%	1787
2025 Q4	$4.3K	Hold	49	–	–	﹤0.01%	1743
2025 Q3	$3.48K	Hold	49	–	–	﹤0.01%	1809
2025 Q2	$3.53K	Sell	49 -9	-16%	-$592	﹤0.01%	1767
2025 Q1	$3.54K	Buy	58 +9	+18%	+$636	﹤0.01%	1729
2024 Q4	$3.62K	Sell	49 -10	-17%	-$873	﹤0.01%	1653
2024 Q3	$5.8K	Buy	59 +10	+20%	+$880	﹤0.01%	1320
2024 Q2	$3.61K	Sell	49 -8	-14%	-$612	﹤0.01%	1425
2024 Q1	$4.48K	Hold	57	–	–	﹤0.01%	1309
2023 Q4	$4.55K	Hold	57	–	–	﹤0.01%	1268
2023 Q3	$3.62K	Hold	57	–	–	﹤0.01%	1349
2023 Q2	$3.21K	Buy	57 +49	+613%	+$2.41K	﹤0.01%	1335
2023 Q1	$392	Hold	8	–	–	﹤0.01%	1722
2022 Q4	$0	Buy	+8	New	+$373	﹤0.01%	1802

Other funds holding PLUS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its ePlus (PLUS) position steady in Q3 2026 at 49 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

MassMutual Private Wealth & Trust first reported a position in PLUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.8K in Q3 2024. 124 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

MassMutual Private Wealth & Trust held 49 shares of ePlus worth $4.41K as of Q3 2026.
MassMutual Private Wealth & Trust left its ePlus share count unchanged in Q3 2026.
ePlus made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1665 holding.
MassMutual Private Wealth & Trust first reported a position in ePlus in Q4 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's ePlus position peaked at $5.8K in Q3 2024.
124 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

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