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
Q2 		$22.7K Buy
1,349
+39
+3% +$671 0.02% 187
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

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $1.55T AUM 33.47% 1-Year Est. Return

Whipplewood Advisors's MPV Position: Q2 2026 in Review

Whipplewood Advisors increased its Barings Participation Investors (MPV) stake by 3% in Q2 2026, buying an estimated $671 and bringing the position to 1,349 shares worth $22.7K. The position accounts for 0.02% of the portfolio, ranked #187.

Whipplewood Advisors first reported a position in MPV in Q2 2025 and has held it in 5 quarters since. The position peaked at $438K in Q2 2025. 36 funds tracked by Wall St. Rank hold MPV as of Q2 2026.

  • Whipplewood Advisors held 1,349 shares of Barings Participation Investors worth $22.7K as of Q2 2026.
  • Whipplewood Advisors bought 39 Barings Participation Investors shares in Q2 2026, an estimated $671.
  • Barings Participation Investors made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #187 holding.
  • Whipplewood Advisors first reported a position in Barings Participation Investors in Q2 2025 and has held it in 5 quarters since.
  • Whipplewood Advisors's Barings Participation Investors position peaked at $438K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Barings Participation Investors as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.