WA
MPV

Whipplewood Advisors’s Barings Participation Investors MPV Stock Holding History

Whipplewood Advisors’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.5K Sell
1,310
-14
-1% -$261 0.01% 375
2025
Q4 		$21K Sell
1,324
-18,914
-93% -$368K 0.01% 246
2025
Q3 		$408K Sell
20,238
-1,545
-7% -$30.2K 0.27% 88
2025
Q2 		$438K Buy
+21,783
New +$383K 0.24% 100

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whipplewood Advisors's MPV Position: Q1 2026 in Review

Whipplewood Advisors reduced its Barings Participation Investors (MPV) stake by 1.1% in Q1 2026, selling an estimated $261 and leaving 1,310 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #375.

Whipplewood Advisors first reported a position in MPV in Q2 2025 and has held it in 4 quarters since. The position peaked at $438K in Q2 2025. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

  • Whipplewood Advisors held 1,310 shares of Barings Participation Investors worth $22.5K as of Q1 2026.
  • Whipplewood Advisors sold 14 Barings Participation Investors shares in Q1 2026, an estimated $261.
  • Barings Participation Investors made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #375 holding.
  • Whipplewood Advisors first reported a position in Barings Participation Investors in Q2 2025 and has held it in 4 quarters since.
  • Whipplewood Advisors's Barings Participation Investors position peaked at $438K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.