MassMutual Private Wealth & Trust, FSB

Q2 2026 13F-HR Holdings

Location
Windsor, CT
Holdings as of
6/30/2026
Date filed
7/2/2026
Form type
13F-HR
Num holdings
2,444
Total value ($000)
$3,869,792
Net value change ($000)
+197,393 (5.4%)
New positions
149
Sold out positions
134
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CSCO 18,896 46.0%
PANW 18,088 115.5%
AAPL 15,758 9.3%
AVGO 13,946 20.9%
SCHO 13,160 47.4%
GOOGL 12,282 14.0%
NVDA 12,251 7.1%
GOOGL 12,078 19.1%
CAT 11,145 32.6%
JPM 10,423 13.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -19,544 -100.0%
VNQ -14,699 -82.2%
CVX -13,391 -22.7%
SCHR -11,209 -99.3%
ACN -8,597 -87.4%
DOW -7,511 -98.1%
XOM -5,837 -20.3%
WMT -5,709 -12.9%
MCD -4,841 -12.4%
PYPL -4,696 -96.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type