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MassMutual Private Wealth & Trust’s AvePoint AVPT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325 Hold
29
– – ﹤0.01% 2326
2026
Q1 		$276 Buy
+29
New +$327 ﹤0.01% 2301
2025
Q4 		– Sell
-306
Closed -$4.59K – 2375
2025
Q3 		$4.59K Buy
306
+7
+2% +$118 ﹤0.01% 1705
2025
Q2 		$5.77K Sell
299
-99
-25% -$1.72K ﹤0.01% 1579
2025
Q1 		$5.75K Buy
+398
New +$6.69K ﹤0.01% 1537

Other funds holding AVPT

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its AvePoint (AVPT) position steady in Q2 2026 at 29 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

MassMutual Private Wealth & Trust first reported a position in AVPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.77K in Q2 2025. 51 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 29 shares of AvePoint worth $325 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its AvePoint share count unchanged in Q2 2026.
  • AvePoint made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2326 holding.
  • MassMutual Private Wealth & Trust first reported a position in AvePoint in Q1 2025 and has held it in 5 quarters since.
  • MassMutual Private Wealth & Trust's AvePoint position peaked at $5.77K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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