MPWT
ME

MassMutual Private Wealth & Trust’s 23andMe Holding Co ME Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,300
Closed -$40K – 2530
2024
Q4 		$40K Buy
+12,300
New +$53.3K ﹤0.01% 807

Other funds holding ME

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of 23andMe Holding Co (ME) in Q1 2025, closing a stake of 12,300 shares — an estimated $40K sold.

MassMutual Private Wealth & Trust first reported a position in ME in Q4 2024 and held it in 1 quarter. The position peaked at $40K in Q4 2024. 12 funds tracked by Wall St. Rank hold ME as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining 23andMe Holding Co position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 12,300 23andMe Holding Co shares in Q1 2025, an estimated $40K.
  • MassMutual Private Wealth & Trust first reported a position in 23andMe Holding Co in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's 23andMe Holding Co position peaked at $40K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q1 2025.

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