MassMutual Private Wealth & Trust’s Orion OEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$431	Hold	65	–	–	﹤0.01%	2293
2026 Q1	$423	Hold	65	–	–	﹤0.01%	2256
2025 Q4	$343	Buy	+65	New	+$353	﹤0.01%	2281

Other funds holding OEC

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

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

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

MassMutual Private Wealth & Trust held its Orion (OEC) position steady in Q2 2026 at 65 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

MassMutual Private Wealth & Trust first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

MassMutual Private Wealth & Trust held 65 shares of Orion worth $431 as of Q2 2026.
MassMutual Private Wealth & Trust left its Orion share count unchanged in Q2 2026.
Orion made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2293 holding.
MassMutual Private Wealth & Trust first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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