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MassMutual Private Wealth & Trust’s Stoneridge SRI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$834 Buy
+114
New +$782 ﹤0.01% 2202
2024
Q3 		– Sell
-45
Closed -$718 – 2252
2024
Q2 		$718 Buy
+45
New +$721 ﹤0.01% 1899

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

MassMutual Private Wealth & Trust opened a new position in Stoneridge (SRI) in Q2 2026: 114 shares worth $834. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in SRI as recently as Q2 2024.

MassMutual Private Wealth & Trust first reported a position in SRI in Q2 2024 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 114 shares of Stoneridge worth $834 as of Q2 2026.
  • Stoneridge was a new MassMutual Private Wealth & Trust position in Q2 2026.
  • Stoneridge made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2202 holding.
  • MassMutual Private Wealth & Trust first reported a position in Stoneridge in Q2 2024 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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