MPWT
TDW icon

MassMutual Private Wealth & Trust’s Tidewater TDW Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Sell
156
-35
-18% -$2.78K ﹤0.01% 1395
2026
Q1 		$16K Sell
191
-22
-10% -$1.53K ﹤0.01% 1178
2025
Q4 		$10.8K Sell
213
-21
-9% -$1.11K ﹤0.01% 1359
2025
Q3 		$12.5K Buy
234
+21
+10% +$1.15K ﹤0.01% 1304
2025
Q2 		$9.83K Buy
+213
New +$8.63K ﹤0.01% 1369
2024
Q4 		– Sell
-10
Closed -$718 – 2361
2024
Q3 		$718 Sell
10
-34
-77% -$2.96K ﹤0.01% 1923
2024
Q2 		$4.19K Buy
44
+33
+300% +$3.25K ﹤0.01% 1379
2024
Q1 		$1.01K Buy
11
+3
+38% +$224 ﹤0.01% 1694
2023
Q4 		$577 Hold
8
– – ﹤0.01% 1789
2023
Q3 		$569 Hold
8
– – ﹤0.01% 1798
2023
Q2 		$444 Buy
+8
New +$366 ﹤0.01% 1797

Other funds holding TDW

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return