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MassMutual Private Wealth & Trust’s Advantage Solutions ADV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$92 – 2348
2025
Q1 		$92 Buy
+2
New +$117 ﹤0.01% 2336

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's ADV Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Advantage Solutions (ADV) in Q2 2025, closing a stake of 2 shares — an estimated $92 sold.

MassMutual Private Wealth & Trust first reported a position in ADV in Q1 2025 and held it in 1 quarter. The position peaked at $92 in Q1 2025. 108 funds tracked by Wall St. Rank hold ADV as of Q2 2025.

  • MassMutual Private Wealth & Trust reported no remaining Advantage Solutions position as of Q2 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2 Advantage Solutions shares in Q2 2025, an estimated $92.
  • MassMutual Private Wealth & Trust first reported a position in Advantage Solutions in Q1 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Advantage Solutions position peaked at $92 in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.