MPWT
RGP icon

MassMutual Private Wealth & Trust’s Resources Connection RGP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,433
Closed -$5.34K – 2481
2026
Q1 		$5.34K Sell
1,433
-79
-5% -$323 ﹤0.01% 1645
2025
Q4 		$7.62K Buy
1,512
+44
+3% +$210 ﹤0.01% 1500
2025
Q3 		$7.41K Buy
1,468
+935
+175% +$4.8K ﹤0.01% 1522
2025
Q2 		$2.86K Buy
533
+348
+188% +$1.89K ﹤0.01% 1841
2025
Q1 		$1.21K Buy
+185
New +$1.44K ﹤0.01% 2073
2024
Q4 		– Sell
-122
Closed -$1.18K – 2351
2024
Q3 		$1.18K Sell
122
-466
-79% -$4.81K ﹤0.01% 1817
2024
Q2 		$6.49K Buy
588
+576
+4,800% +$6.48K ﹤0.01% 1232
2024
Q1 		$158 Buy
+12
New +$160 ﹤0.01% 2010
2023
Q2 		– Sell
-119
Closed -$2.03K – 1997
2023
Q1 		$2.03K Buy
+119
New +$2.09K ﹤0.01% 1421

Other funds holding RGP

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return