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Sound View Wealth Advisors Group’s Mine Safety MSA Stock Holding History

Sound View Wealth Advisors Group’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Hold
1,746
– – 0.02% 353
2026
Q1 		$286K Hold
1,746
– – 0.02% 350
2025
Q4 		$280K Hold
1,746
– – 0.02% 358
2025
Q3 		$300K Sell
1,746
-6
-0.3% -$1.04K 0.02% 355
2025
Q2 		$294K Hold
1,752
– – 0.02% 350
2025
Q1 		$257K Buy
+1,752
New +$279K 0.02% 359

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Sound View Wealth Advisors Group's MSA Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Mine Safety (MSA) position steady in Q2 2026 at 1,746 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #353.

Sound View Wealth Advisors Group first reported a position in MSA in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,746 shares of Mine Safety worth $305K as of Q2 2026.
  • Sound View Wealth Advisors Group left its Mine Safety share count unchanged in Q2 2026.
  • Mine Safety made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #353 holding.
  • Sound View Wealth Advisors Group first reported a position in Mine Safety in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.