MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s MediaAlpha MAX Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-25
Closed -$314 – 2427
2026
Q2 		$314 Buy
+25
New +$236 ﹤0.01% 2330

Other funds holding MAX

TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust's MAX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of MediaAlpha (MAX) in Q3 2026, closing a stake of 25 shares — an estimated $314 sold.

MassMutual Private Wealth & Trust first reported a position in MAX in Q2 2026 and held it in 1 quarter. The position peaked at $314 in Q2 2026. 10 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

  • MassMutual Private Wealth & Trust reported no remaining MediaAlpha position as of Q3 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 25 MediaAlpha shares in Q3 2026, an estimated $314.
  • MassMutual Private Wealth & Trust first reported a position in MediaAlpha in Q2 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's MediaAlpha position peaked at $314 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.