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MassMutual Private Wealth & Trust’s PDF Solutions PDFS Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.9K Sell
719
-65
-8% -$3.22K ﹤0.01% 766
2026
Q1 		$25.6K Sell
784
-45
-5% -$1.47K ﹤0.01% 1005
2025
Q4 		$23.7K Hold
829
– – ﹤0.01% 1049
2025
Q3 		$21.4K Buy
829
+64
+8% +$1.4K ﹤0.01% 1094
2025
Q2 		$16.4K Buy
765
+190
+33% +$3.6K ﹤0.01% 1179
2025
Q1 		$11K Buy
575
+261
+83% +$6.41K ﹤0.01% 1276
2024
Q4 		$8.5K Buy
314
+79
+34% +$2.38K ﹤0.01% 1324
2024
Q3 		$7.45K Buy
235
+19
+9% +$617 ﹤0.01% 1224
2024
Q2 		$7.86K Buy
216
+37
+21% +$1.24K ﹤0.01% 1165
2024
Q1 		$6.03K Hold
179
– – ﹤0.01% 1207
2023
Q4 		$5.75K Hold
179
– – ﹤0.01% 1198
2023
Q3 		$5.8K Sell
179
-1
-0.6% -$38 ﹤0.01% 1201
2023
Q2 		$8.12K Sell
180
-8
-4% -$326 ﹤0.01% 1027
2023
Q1 		$7.97K Sell
188
-21
-10% -$736 ﹤0.01% 1014
2022
Q4 		$6K Sell
209
-26
-11% -$702 ﹤0.01% 951
2022
Q3 		$6K Sell
235
-2
-0.8% -$51 ﹤0.01% 897
2022
Q2 		$5K Hold
237
– – ﹤0.01% 908
2022
Q1 		$7K Hold
237
– – ﹤0.01% 843
2021
Q4 		$8K Hold
237
– – ﹤0.01% 793
2021
Q3 		$5K Buy
+237
New +$4.88K ﹤0.01% 889

Other funds holding PDFS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its PDF Solutions (PDFS) stake by 8.3% in Q2 2026, selling an estimated $3.22K and leaving 719 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

MassMutual Private Wealth & Trust first reported a position in PDFS in Q3 2021 and has held it in 20 quarters since. 69 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 719 shares of PDF Solutions worth $50.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 65 PDF Solutions shares in Q2 2026, an estimated $3.22K.
  • PDF Solutions made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #766 holding.
  • MassMutual Private Wealth & Trust first reported a position in PDF Solutions in Q3 2021 and has held it in 20 quarters since.
  • 69 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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