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MassMutual Private Wealth & Trust’s Nasdaq NDAQ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Sell
3,114
-847
-21% -$74.3K 0.01% 420
2026
Q1 		$336K Sell
3,961
-828
-17% -$74.2K 0.01% 363
2025
Q4 		$465K Sell
4,789
-589
-11% -$53K 0.01% 320
2025
Q3 		$476K Sell
5,378
-143
-3% -$13.2K 0.01% 326
2025
Q2 		$494K Sell
5,521
-217
-4% -$17.3K 0.01% 321
2025
Q1 		$435K Buy
5,738
+608
+12% +$47.8K 0.01% 335
2024
Q4 		$397K Sell
5,130
-192
-4% -$14.8K 0.01% 349
2024
Q3 		$389K Sell
5,322
-319
-6% -$21.8K 0.01% 331
2024
Q2 		$340K Sell
5,641
-448
-7% -$27.1K 0.01% 343
2024
Q1 		$384K Sell
6,089
-605
-9% -$35K 0.01% 312
2023
Q4 		$389K Sell
6,694
-277
-4% -$14.6K 0.01% 311
2023
Q3 		$339K Sell
6,971
-968
-12% -$49K 0.01% 324
2023
Q2 		$396K Sell
7,939
-1,658
-17% -$89.8K 0.01% 302
2023
Q1 		$525K Sell
9,597
-973
-9% -$56.2K 0.02% 263
2022
Q4 		$648K Sell
10,570
-1,148
-10% -$71.5K 0.03% 257
2022
Q3 		$664K Sell
11,718
-3,003
-20% -$177K 0.03% 247
2022
Q2 		$749K Sell
14,721
-627
-4% -$33.2K 0.03% 240
2022
Q1 		$912K Sell
15,348
-243
-2% -$14.4K 0.03% 236
2021
Q4 		$1.09M Sell
15,591
-330
-2% -$22.5K 0.04% 234
2021
Q3 		$1.02M Sell
15,921
-2,952
-16% -$186K 0.04% 228
2021
Q2 		$1.11M Sell
18,873
-2,196
-10% -$121K 0.05% 225
2021
Q1 		$1.04M Sell
21,069
-1,428
-6% -$67.8K 0.05% 220
2020
Q4 		$995K Sell
22,497
-1,965
-8% -$83.2K 0.05% 214
2020
Q3 		$1M Sell
24,462
-654
-3% -$27.9K 0.06% 204
2020
Q2 		$1M Sell
25,116
-1,620
-6% -$60.3K 0.06% 193
2020
Q1 		$846K Sell
26,736
-1,584
-6% -$56.1K 0.07% 191
2019
Q4 		$1.01M Buy
28,320
+951
+3% +$32.4K 0.06% 206
2019
Q3 		$906K Buy
27,369
+219
+0.8% +$7.28K 0.06% 211
2019
Q2 		$870K Sell
27,150
-1,629
-6% -$49.9K 0.06% 214
2019
Q1 		$839K Buy
28,779
+243
+0.9% +$6.92K 0.06% 214
2018
Q4 		$776K Sell
28,536
-261
-0.9% -$7.44K 0.07% 200
2018
Q3 		$824K Sell
28,797
-1,335
-4% -$41.1K 0.06% 215
2018
Q2 		$917K Sell
30,132
-339
-1% -$10.2K 0.07% 192
2018
Q1 		$876K Sell
30,471
-513
-2% -$13.9K 0.07% 196
2017
Q4 		$794K Sell
30,984
-2,535
-8% -$64K 0.07% 199
2017
Q3 		$867K Sell
33,519
-1,173
-3% -$29.1K 0.07% 187
2017
Q2 		$827K Sell
34,692
-1,125
-3% -$25.9K 0.07% 186
2017
Q1 		$829K Sell
35,817
-945
-3% -$21.9K 0.08% 192
2016
Q4 		$822K Buy
+36,762
New +$811K 0.1% 168
2016
Q2 		$860K Sell
39,915
-2,985
-7% -$63.8K 0.11% 186
2016
Q1 		$949K Buy
42,900
+1,695
+4% +$34.9K 0.13% 173
2015
Q4 		$799K Buy
41,205
+14,955
+57% +$285K 0.11% 171
2015
Q3 		$371K Buy
26,250
+6,960
+36% +$119K 0.08% 213
2015
Q2 		$248K Sell
19,290
-16,410
-46% -$275K 0.06% 241
2015
Q1 		$606K Buy
35,700
+4,080
+13% +$66.4K 0.1% 196
2014
Q4 		$505K Buy
31,620
+5,370
+20% +$79K 0.16% 145
2014
Q3 		$371K Buy
26,250
+7,335
+39% +$103K 0.07% 211
2014
Q2 		$243K Buy
18,915
+9,966
+111% +$122K 0.1% 162
2014
Q1 		$110K Buy
8,949
+5,379
+151% +$69.5K 0.06% 166
2013
Q4 		$47.4K Buy
+3,570
New +$43.7K 0.04% 186

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Nasdaq (NDAQ) stake by 21% in Q2 2026, selling an estimated $74.3K and leaving 3,114 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #420.

MassMutual Private Wealth & Trust first reported a position in NDAQ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.11M in Q2 2021. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,114 shares of Nasdaq worth $245K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 847 Nasdaq shares in Q2 2026, an estimated $74.3K.
  • Nasdaq made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #420 holding.
  • MassMutual Private Wealth & Trust first reported a position in Nasdaq in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Nasdaq position peaked at $1.11M in Q2 2021.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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