MassMutual Private Wealth & Trust’s NV5 Global NVEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-135	Closed	-$3.12K	–	2431
2025 Q2	$3.12K	Sell	135 -244	-64%	-$4.88K	﹤0.01%	1810
2025 Q1	$7.3K	Buy	379 +311	+457%	+$5.7K	﹤0.01%	1421
2024 Q4	$1.28K	Hold	68	–	–	﹤0.01%	1958
2024 Q3	$1.59K	Buy	+68	New	+$1.62K	﹤0.01%	1716
2023 Q4	–	Sell	-104	Closed	-$2.5K	–	2045
2023 Q3	$2.5K	Hold	104	–	–	﹤0.01%	1443
2023 Q2	$2.88K	Buy	104 +48	+86%	+$1.18K	﹤0.01%	1372
2023 Q1	$1.46K	Buy	56 +24	+75%	+$720	﹤0.01%	1503
2022 Q4	$1K	Buy	+32	New	+$1.11K	﹤0.01%	1499

Other funds holding NVEE

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's NVEE Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 135 shares — an estimated $3.12K sold.

MassMutual Private Wealth & Trust first reported a position in NVEE in Q4 2022 and held it in 8 quarters. The position peaked at $7.3K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

MassMutual Private Wealth & Trust reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 135 NV5 Global shares in Q3 2025, an estimated $3.12K.
MassMutual Private Wealth & Trust first reported a position in NV5 Global in Q4 2022 and held it in 8 quarters.
MassMutual Private Wealth & Trust's NV5 Global position peaked at $7.3K in Q1 2025.
3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.