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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its ePlus (PLUS) position steady in Q2 2026 at 49 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

MassMutual Private Wealth & Trust first reported a position in PLUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.8K in Q3 2024. 75 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

MassMutual Private Wealth & Trust held 49 shares of ePlus worth $4.08K as of Q2 2026.
MassMutual Private Wealth & Trust left its ePlus share count unchanged in Q2 2026.
ePlus made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1761 holding.
MassMutual Private Wealth & Trust first reported a position in ePlus in Q4 2022 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's ePlus position peaked at $5.8K in Q3 2024.
75 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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