MPWT
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MassMutual Private Wealth & Trust’s Box BOX Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.5K Sell
1,867
-255
-12% -$6.36K ﹤0.01% 776
2026
Q1 		$50.2K Buy
2,122
+893
+73% +$22.5K ﹤0.01% 765
2025
Q4 		$36.8K Sell
1,229
-131
-10% -$4.11K ﹤0.01% 902
2025
Q3 		$43.9K Buy
1,360
+44
+3% +$1.42K ﹤0.01% 842
2025
Q2 		$45K Buy
1,316
+1,150
+693% +$37.7K ﹤0.01% 823
2025
Q1 		$5.12K Hold
166
– – ﹤0.01% 1596
2024
Q4 		$5.25K Buy
166
+29
+21% +$951 ﹤0.01% 1518
2024
Q3 		$4.48K Sell
137
-3
-2% -$88 ﹤0.01% 1416
2024
Q2 		$3.7K Sell
140
-81
-37% -$2.16K ﹤0.01% 1419
2024
Q1 		$6.26K Buy
221
+119
+117% +$3.19K ﹤0.01% 1190
2023
Q4 		$2.61K Hold
102
– – ﹤0.01% 1423
2023
Q3 		$2.47K Buy
102
+69
+209% +$1.97K ﹤0.01% 1447
2023
Q2 		$970 Hold
33
– – ﹤0.01% 1660
2023
Q1 		$884 Hold
33
– – ﹤0.01% 1599
2022
Q4 		$1K Hold
33
– – ﹤0.01% 1404
2022
Q3 		$1K Buy
33
+14
+74% +$385 ﹤0.01% 1372
2022
Q2 		$0 Hold
19
– – ﹤0.01% 1525
2022
Q1 		$1K Hold
19
– – ﹤0.01% 1268
2021
Q4 		$0 Hold
19
– – ﹤0.01% 1398
2021
Q3 		$0 Hold
19
– – ﹤0.01% 1269
2021
Q2 		$0 Hold
19
– – ﹤0.01% 1215
2021
Q1 		$0 Buy
+19
New +$370 ﹤0.01% 1107
2020
Q3 		– Sell
-387
Closed -$8K – 730
2020
Q2 		$8K Hold
387
– – ﹤0.01% 564
2020
Q1 		$5K Hold
387
– – ﹤0.01% 575
2019
Q4 		$6K Hold
387
– – ﹤0.01% 679
2019
Q3 		$6K Hold
387
– – ﹤0.01% 649
2019
Q2 		$7K Buy
387
+145
+60% +$2.77K ﹤0.01% 618
2019
Q1 		$4.67K Hold
242
– – ﹤0.01% 695
2018
Q4 		$4.08K Buy
+242
New +$4.45K ﹤0.01% 699

Other funds holding BOX

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Box (BOX) stake by 12% in Q2 2026, selling an estimated $6.36K and leaving 1,867 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

MassMutual Private Wealth & Trust first reported a position in BOX in Q4 2018 and has held it in 29 quarters since. The position peaked at $50.2K in Q1 2026. 113 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,867 shares of Box worth $49.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 255 Box shares in Q2 2026, an estimated $6.36K.
  • Box made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #776 holding.
  • MassMutual Private Wealth & Trust first reported a position in Box in Q4 2018 and has held it in 29 quarters since.
  • MassMutual Private Wealth & Trust's Box position peaked at $50.2K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Box as of Q2 2026.

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