MassMutual Private Wealth & Trust’s Omega Flex OFLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05K	Sell	129 -17	-12%	-$528	﹤0.01%	1762
2026 Q1	$4.53K	Hold	146	–	–	﹤0.01%	1716
2025 Q4	$4.3K	Buy	146 +108	+284%	+$3.08K	﹤0.01%	1742
2025 Q3	$1.19K	Hold	38	–	–	﹤0.01%	2116
2025 Q2	$1.23K	Sell	38 -97	-72%	-$3.12K	﹤0.01%	2072
2025 Q1	$4.7K	Buy	135 +117	+650%	+$4.54K	﹤0.01%	1629
2024 Q4	$755	Buy	+18	New	+$876	﹤0.01%	2088

Other funds holding OFLX

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ETC

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Omega Flex (OFLX) stake by 12% in Q2 2026, selling an estimated $528 and leaving 129 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

MassMutual Private Wealth & Trust first reported a position in OFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.7K in Q1 2025. 24 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

MassMutual Private Wealth & Trust held 129 shares of Omega Flex worth $4.05K as of Q2 2026.
MassMutual Private Wealth & Trust sold 17 Omega Flex shares in Q2 2026, an estimated $528.
Omega Flex made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1762 holding.
MassMutual Private Wealth & Trust first reported a position in Omega Flex in Q4 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Omega Flex position peaked at $4.7K in Q1 2025.
24 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

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