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MassMutual Private Wealth & Trust’s Alico ALCO Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.47K Sell
229
-17
-7% -$705 ﹤0.01% 1429
2026
Q1 		$10.2K Buy
246
+33
+15% +$1.31K ﹤0.01% 1364
2025
Q4 		$7.75K Sell
213
-1
-0.5% -$35 ﹤0.01% 1498
2025
Q3 		$7.42K Sell
214
-51
-19% -$1.69K ﹤0.01% 1521
2025
Q2 		$8.66K Sell
265
-6
-2% -$182 ﹤0.01% 1415
2025
Q1 		$8.09K Sell
271
-5
-2% -$149 ﹤0.01% 1379
2024
Q4 		$7.16K Buy
276
+234
+557% +$6.11K ﹤0.01% 1394
2024
Q3 		$1.18K Buy
42
+33
+367% +$915 ﹤0.01% 1819
2024
Q2 		$233 Buy
+9
New +$243 ﹤0.01% 2057

Other funds holding ALCO

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
WDA
Wendell David Associates Portsmouth, New Hampshire $947M AUM 10.27% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's ALCO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Alico (ALCO) stake by 6.9% in Q2 2026, selling an estimated $705 and leaving 229 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

MassMutual Private Wealth & Trust first reported a position in ALCO in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2K in Q1 2026. 32 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 229 shares of Alico worth $9.47K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 17 Alico shares in Q2 2026, an estimated $705.
  • Alico made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1429 holding.
  • MassMutual Private Wealth & Trust first reported a position in Alico in Q2 2024 and has held it in 9 quarters since.
  • MassMutual Private Wealth & Trust's Alico position peaked at $10.2K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.