MPWT
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MassMutual Private Wealth & Trust’s Visa V Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50M Sell
145,648
-2,580
-2% -$828K 1.29% 16
2026
Q1 		$44.8M Sell
148,228
-1,284
-0.9% -$413K 1.22% 17
2025
Q4 		$52.4M Sell
149,512
-3,682
-2% -$1.25M 1.35% 14
2025
Q3 		$52.3M Sell
153,194
-2,996
-2% -$1.04M 1.33% 14
2025
Q2 		$55.5M Sell
156,190
-2,694
-2% -$939K 1.48% 12
2025
Q1 		$55.7M Sell
158,884
-2,058
-1% -$696K 1.61% 11
2024
Q4 		$50.9M Sell
160,942
-2,702
-2% -$812K 1.43% 12
2024
Q3 		$45M Buy
163,644
+839
+0.5% +$227K 1.28% 16
2024
Q2 		$42.7M Buy
162,805
+535
+0.3% +$147K 1.3% 15
2024
Q1 		$45.3M Sell
162,270
-1,041
-0.6% -$287K 1.41% 15
2023
Q4 		$42.5M Buy
163,311
+323
+0.2% +$79.6K 1.43% 15
2023
Q3 		$37.5M Buy
162,988
+1,244
+0.8% +$299K 1.38% 15
2023
Q2 		$38.4M Sell
161,744
-1,923
-1% -$440K 1.38% 16
2023
Q1 		$36.9M Buy
163,667
+3,882
+2% +$864K 1.41% 15
2022
Q4 		$33.2M Buy
159,785
+1,800
+1% +$363K 1.37% 17
2022
Q3 		$28.1M Buy
157,985
+4,649
+3% +$946K 1.27% 17
2022
Q2 		$30.2M Buy
153,336
+4,617
+3% +$954K 1.31% 17
2022
Q1 		$33M Buy
148,719
+9,329
+7% +$2.02M 1.25% 19
2021
Q4 		$30.2M Buy
139,390
+4,935
+4% +$1.06M 1.12% 20
2021
Q3 		$29.9M Buy
134,455
+6,422
+5% +$1.51M 1.24% 16
2021
Q2 		$29.9M Buy
128,033
+8,020
+7% +$1.83M 1.27% 16
2021
Q1 		$25.4M Buy
120,013
+9,237
+8% +$1.94M 1.2% 16
2020
Q4 		$24.2M Buy
110,776
+5,407
+5% +$1.11M 1.24% 15
2020
Q3 		$21.1M Buy
105,369
+12,529
+13% +$2.5M 1.23% 18
2020
Q2 		$17.9M Buy
92,840
+12,017
+15% +$2.2M 1.16% 17
2020
Q1 		$13M Buy
80,823
+753
+0.9% +$142K 1.04% 22
2019
Q4 		$15M Buy
80,070
+10,237
+15% +$1.84M 0.93% 22
2019
Q3 		$12M Buy
69,833
+6,488
+10% +$1.16M 0.8% 25
2019
Q2 		$11M Sell
63,345
-1,202
-2% -$197K 0.76% 29
2019
Q1 		$10.1M Sell
64,547
-684
-1% -$98.6K 0.73% 32
2018
Q4 		$8.61M Sell
65,231
-35
-0.1% -$4.83K 0.74% 29
2018
Q3 		$9.8M Buy
65,266
+452
+0.7% +$64.3K 0.73% 27
2018
Q2 		$8.58M Buy
64,814
+3,216
+5% +$414K 0.69% 32
2018
Q1 		$7.37M Buy
61,598
+1,805
+3% +$219K 0.61% 37
2017
Q4 		$6.82M Buy
59,793
+2,178
+4% +$241K 0.56% 42
2017
Q3 		$6.06M Buy
57,615
+4,089
+8% +$415K 0.5% 51
2017
Q2 		$5.02M Buy
53,526
+3,445
+7% +$320K 0.45% 60
2017
Q1 		$4.45M Buy
50,081
+36,108
+258% +$3.11M 0.42% 68
2016
Q4 		$1.09M Buy
+13,973
New +$1.12M 0.13% 148
2016
Q2 		$832K Buy
11,219
+1,976
+21% +$155K 0.11% 189
2016
Q1 		$707K Buy
9,243
+1,944
+27% +$141K 0.1% 189
2015
Q4 		$566K Buy
7,299
+6,469
+779% +$501K 0.08% 203
2015
Q3 		$177K Buy
830
+515
+163% +$36.8K 0.04% 271
2015
Q2 		$66.4K Sell
315
-3,225
-91% -$219K 0.01% 345
2015
Q1 		$232K Buy
3,540
+60
+2% +$3.97K 0.04% 254
2014
Q4 		$228K Buy
3,480
+160
+5% +$9.63K 0.07% 181
2014
Q3 		$177K Buy
3,320
+2,060
+163% +$111K 0.04% 268
2014
Q2 		$66.4K Hold
1,260
– – 0.03% 210
2014
Q1 		$68K Buy
1,260
+644
+105% +$35.8K 0.04% 188
2013
Q4 		$34.3K Buy
+616
New +$31.1K 0.03% 211

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $828K and leaving 145,648 shares worth $50M. The position accounts for 1.29% of the portfolio, ranked #16.

MassMutual Private Wealth & Trust first reported a position in V in Q4 2013 and has held it in 50 quarters since. The position peaked at $55.7M in Q1 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MassMutual Private Wealth & Trust held 145,648 shares of Visa worth $50M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2,580 Visa shares in Q2 2026, an estimated $828K.
  • Visa made up 1.29% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #16 holding.
  • MassMutual Private Wealth & Trust first reported a position in Visa in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Visa position peaked at $55.7M in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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