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MassMutual Private Wealth & Trust’s Quad QUAD Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430 Sell
51
-7
-12% -$53 ﹤0.01% 2295
2026
Q1 		$383 Hold
58
– – ﹤0.01% 2272
2025
Q4 		$364 Hold
58
– – ﹤0.01% 2278
2025
Q3 		$363 Hold
58
– – ﹤0.01% 2286
2025
Q2 		$328 Hold
58
– – ﹤0.01% 2268
2025
Q1 		$316 Hold
58
– – ﹤0.01% 2272
2024
Q4 		$404 Buy
+58
New +$393 ﹤0.01% 2177

Other funds holding QUAD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Quad (QUAD) stake by 12% in Q2 2026, selling an estimated $53 and leaving 51 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

MassMutual Private Wealth & Trust first reported a position in QUAD in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 51 shares of Quad worth $430 as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 7 Quad shares in Q2 2026, an estimated $53.
  • Quad made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2295 holding.
  • MassMutual Private Wealth & Trust first reported a position in Quad in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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