MPWT
HCWC

MassMutual Private Wealth & Trust’s Healthy Choice Wellness HCWC Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$1 – 2508
2024
Q4 		$1 Buy
+1
New +$2 ﹤0.01% 2305

Other funds holding HCWC

TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's HCWC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Healthy Choice Wellness (HCWC) in Q1 2025, closing a stake of 1 share — an estimated $1 sold.

MassMutual Private Wealth & Trust first reported a position in HCWC in Q4 2024 and held it in 1 quarter. The position peaked at $1 in Q4 2024. 26 funds tracked by Wall St. Rank hold HCWC as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Healthy Choice Wellness position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1 Healthy Choice Wellness share in Q1 2025, an estimated $1.
  • MassMutual Private Wealth & Trust first reported a position in Healthy Choice Wellness in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Healthy Choice Wellness position peaked at $1 in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.