MassMutual Private Wealth & Trust’s Shift4 FOUR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12K	Sell	23 -186	-89%	-$8.04K	﹤0.01%	2145
2026 Q1	$9.14K	Buy	209 +110	+111%	+$6.07K	﹤0.01%	1408
2025 Q4	$6.23K	Buy	99 +46	+87%	+$3.25K	﹤0.01%	1584
2025 Q3	$4.1K	Buy	53 +3	+6%	+$279	﹤0.01%	1745
2025 Q2	$4.96K	Sell	50 -108	-68%	-$9.42K	﹤0.01%	1639
2025 Q1	$12.9K	Buy	158 +119	+305%	+$12.3K	﹤0.01%	1202
2024 Q4	$4.05K	Buy	39 +28	+255%	+$2.78K	﹤0.01%	1606
2024 Q3	$975	Hold	11	–	–	﹤0.01%	1860
2024 Q2	$807	Buy	11 +8	+267%	+$530	﹤0.01%	1863
2024 Q1	$198	Buy	+3	New	+$226	﹤0.01%	1996
2023 Q3	–	Sell	-13	Closed	-$883	–	1987
2023 Q2	$883	Buy	+13	New	+$852	﹤0.01%	1686

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Shift4 (FOUR) stake by 89% in Q2 2026, selling an estimated $8.04K and leaving 23 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

MassMutual Private Wealth & Trust first reported a position in FOUR in Q2 2023 and has held it in 11 quarters since. The position peaked at $12.9K in Q1 2025. 96 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

MassMutual Private Wealth & Trust held 23 shares of Shift4 worth $1.12K as of Q2 2026.
MassMutual Private Wealth & Trust sold 186 Shift4 shares in Q2 2026, an estimated $8.04K.
Shift4 made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2145 holding.
MassMutual Private Wealth & Trust first reported a position in Shift4 in Q2 2023 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Shift4 position peaked at $12.9K in Q1 2025.
96 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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