MPWT
SM icon

MassMutual Private Wealth & Trust’s SM Energy SM Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.2K Sell
1,615
-76
-4% -$2.28K ﹤0.01% 841
2026
Q1 		$52.7K Buy
1,691
+1,149
+212% +$26.2K ﹤0.01% 751
2025
Q4 		$10.1K Sell
542
-1,394
-72% -$28.2K ﹤0.01% 1380
2025
Q3 		$48.3K Buy
1,936
+49
+3% +$1.32K ﹤0.01% 816
2025
Q2 		$46.6K Buy
1,887
+1,451
+333% +$35.1K ﹤0.01% 807
2025
Q1 		$13.1K Sell
436
-51
-10% -$1.83K ﹤0.01% 1197
2024
Q4 		$18.9K Sell
487
-41
-8% -$1.73K ﹤0.01% 1029
2024
Q3 		$21.1K Sell
528
-344
-39% -$14.9K ﹤0.01% 892
2024
Q2 		$37.7K Buy
872
+340
+64% +$16.7K ﹤0.01% 700
2024
Q1 		$26.5K Buy
532
+176
+49% +$7.2K ﹤0.01% 759
2023
Q4 		$13.8K Buy
356
+14
+4% +$540 ﹤0.01% 909
2023
Q3 		$13.6K Hold
342
– – ﹤0.01% 904
2023
Q2 		$10.8K Buy
342
+108
+46% +$3.05K ﹤0.01% 941
2023
Q1 		$6.59K Buy
234
+68
+41% +$2.07K ﹤0.01% 1075
2022
Q4 		$6K Hold
166
– – ﹤0.01% 956
2022
Q3 		$6K Sell
166
-4
-2% -$157 ﹤0.01% 905
2022
Q2 		$6K Buy
170
+13
+8% +$528 ﹤0.01% 852
2022
Q1 		$6K Hold
157
– – ﹤0.01% 885
2021
Q4 		$5K Buy
+157
New +$4.9K ﹤0.01% 911

Other funds holding SM

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return