MassMutual Private Wealth & Trust, FSB

Q1 2026 13F-HR Holdings

Location
Windsor, CT
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
2,429
Total value ($000)
$3,672,399
Net value change ($000)
-213,443 (-5.5%)
New positions
178
Sold out positions
143
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 14,680 33.1%
SCHO 7,108 34.4%
XOM 6,133 27.1%
DOW 5,232 215.8%
VZ 4,974 26.8%
JNJ 4,750 11.7%
PEP 4,536 23.6%
EFA 4,428 8.1%
NEE 3,691 15.0%
PANW 3,433 28.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -43,336 -24.1%
NVDA -22,670 -11.7%
SPY -16,420 -64.8%
AAPL -16,187 -8.7%
GOOGL -13,642 -13.5%
ADBE -13,218 -74.8%
AMZN -12,261 -11.6%
JPM -9,913 -11.6%
GOOGL -9,687 -13.3%
VOO -9,536 -66.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type