MPWT
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MassMutual Private Wealth & Trust’s S&P Global SPGI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55M Sell
11,177
-791
-7% -$334K 0.12% 140
2026
Q1 		$5.09M Sell
11,968
-4,747
-28% -$2.2M 0.14% 126
2025
Q4 		$8.74M Sell
16,715
-4,835
-22% -$2.39M 0.22% 98
2025
Q3 		$10.5M Buy
21,550
+971
+5% +$520K 0.27% 84
2025
Q2 		$10.9M Buy
20,579
+7,933
+63% +$3.96M 0.29% 79
2025
Q1 		$6.43M Sell
12,646
-1,296
-9% -$662K 0.19% 112
2024
Q4 		$6.94M Sell
13,942
-292
-2% -$148K 0.19% 109
2024
Q3 		$7.35M Buy
14,234
+276
+2% +$137K 0.21% 107
2024
Q2 		$6.23M Buy
13,958
+426
+3% +$183K 0.19% 112
2024
Q1 		$5.76M Buy
13,532
+120
+0.9% +$52K 0.18% 117
2023
Q4 		$5.91M Buy
13,412
+822
+7% +$324K 0.2% 112
2023
Q3 		$4.6M Sell
12,590
-150
-1% -$59K 0.17% 121
2023
Q2 		$5.11M Sell
12,740
-114
-0.9% -$41.7K 0.18% 117
2023
Q1 		$4.43M Sell
12,854
-28
-0.2% -$9.85K 0.17% 126
2022
Q4 		$4.32M Buy
12,882
+15
+0.1% +$4.94K 0.18% 132
2022
Q3 		$3.93M Buy
12,867
+3,698
+40% +$1.32M 0.18% 130
2022
Q2 		$3.09M Buy
9,169
+492
+6% +$175K 0.13% 149
2022
Q1 		$3.56M Hold
8,677
– – 0.13% 145
2021
Q4 		$4.09M Sell
8,677
-98
-1% -$44.8K 0.15% 144
2021
Q3 		$3.73M Sell
8,775
-82
-0.9% -$35.5K 0.15% 137
2021
Q2 		$3.63M Buy
8,857
+6,400
+260% +$2.46M 0.15% 141
2021
Q1 		$867K Sell
2,457
-636
-21% -$212K 0.04% 234
2020
Q4 		$1.02M Sell
3,093
-42
-1% -$14.2K 0.05% 210
2020
Q3 		$1.13M Sell
3,135
-6,677
-68% -$2.36M 0.07% 192
2020
Q2 		$3.23M Sell
9,812
-1,647
-14% -$495K 0.21% 126
2020
Q1 		$2.81M Buy
11,459
+70
+0.6% +$19.2K 0.22% 117
2019
Q4 		$3.11M Sell
11,389
-2,289
-17% -$595K 0.19% 134
2019
Q3 		$3.35M Sell
13,678
-1,593
-10% -$398K 0.22% 124
2019
Q2 		$3.48M Buy
15,271
+1,389
+10% +$303K 0.24% 113
2019
Q1 		$2.92M Buy
13,882
+412
+3% +$79.8K 0.21% 124
2018
Q4 		$2.29M Buy
13,470
+529
+4% +$94.8K 0.2% 123
2018
Q3 		$2.53M Buy
12,941
+591
+5% +$122K 0.19% 126
2018
Q2 		$2.52M Sell
12,350
-2,096
-15% -$414K 0.2% 123
2018
Q1 		$2.76M Sell
14,446
-148
-1% -$27.3K 0.23% 110
2017
Q4 		$2.47M Buy
14,594
+99
+0.7% +$16.2K 0.2% 121
2017
Q3 		$2.27M Buy
14,495
+4,152
+40% +$631K 0.19% 130
2017
Q2 		$1.51M Sell
10,343
-890
-8% -$124K 0.13% 153
2017
Q1 		$1.47M Buy
11,233
+3,354
+43% +$417K 0.14% 155
2016
Q4 		$847K Buy
+7,879
New +$941K 0.1% 165
2016
Q2 		$644 Buy
+6
New +$644 ﹤0.01% 719

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its S&P Global (SPGI) stake by 6.6% in Q2 2026, selling an estimated $334K and leaving 11,177 shares worth $4.55M. The position accounts for 0.12% of the portfolio, ranked #140.

MassMutual Private Wealth & Trust first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $10.9M in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 11,177 shares of S&P Global worth $4.55M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 791 S&P Global shares in Q2 2026, an estimated $334K.
  • S&P Global made up 0.12% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #140 holding.
  • MassMutual Private Wealth & Trust first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's S&P Global position peaked at $10.9M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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