MPWT
BETA

MassMutual Private Wealth & Trust’s Beta Technologies Inc BETA Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.06K Buy
302
+146
+94% +$2.43K ﹤0.01% 1674
2026
Q1 		$2.29K Buy
+156
New +$3.2K ﹤0.01% 1943

Other funds holding BETA

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
CCA
Corps Capital Advisors Southlake, Texas $124M AUM 58.4% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Beta Technologies Inc (BETA) stake by 94% in Q2 2026, buying an estimated $2.43K and bringing the position to 302 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

MassMutual Private Wealth & Trust first reported a position in BETA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 302 shares of Beta Technologies Inc worth $5.06K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 146 Beta Technologies Inc shares in Q2 2026, an estimated $2.43K.
  • Beta Technologies Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1674 holding.
  • MassMutual Private Wealth & Trust first reported a position in Beta Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

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