MPWT
SRI icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 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