MassMutual Private Wealth & Trust’s Hennessy Advisors HNNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.08K	Hold	500	–	–	﹤0.01%	1671
2026 Q1	$4.88K	Buy	+500	New	+$4.98K	﹤0.01%	1685

Other funds holding HNNA

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Hennessy Advisors (HNNA) position steady in Q2 2026 at 500 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

MassMutual Private Wealth & Trust first reported a position in HNNA in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold HNNA as of Q2 2026.

MassMutual Private Wealth & Trust held 500 shares of Hennessy Advisors worth $5.08K as of Q2 2026.
MassMutual Private Wealth & Trust left its Hennessy Advisors share count unchanged in Q2 2026.
Hennessy Advisors made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1671 holding.
MassMutual Private Wealth & Trust first reported a position in Hennessy Advisors in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Hennessy Advisors as of Q2 2026.

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