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MassMutual Private Wealth & Trust’s Perella Weinberg Partners PWP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$363 – 2479
2026
Q1 		$363 Buy
20
+14
+233% +$275 ﹤0.01% 2284
2025
Q4 		$104 Hold
6
– – ﹤0.01% 2338
2025
Q3 		$128 Hold
6
– – ﹤0.01% 2341
2025
Q2 		$117 Buy
+6
New +$106 ﹤0.01% 2324

Other funds holding PWP

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BSA
Bull Street Advisors Savannah, Georgia $219M AUM 14.96% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of Perella Weinberg Partners (PWP) in Q2 2026, closing a stake of 20 shares — an estimated $363 sold.

MassMutual Private Wealth & Trust first reported a position in PWP in Q2 2025 and held it in 4 quarters. The position peaked at $363 in Q1 2026. 24 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Perella Weinberg Partners position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 20 Perella Weinberg Partners shares in Q2 2026, an estimated $363.
  • MassMutual Private Wealth & Trust first reported a position in Perella Weinberg Partners in Q2 2025 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's Perella Weinberg Partners position peaked at $363 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

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