MPWT
TAOX

MassMutual Private Wealth & Trust’s Tao Synergies Inc TAOX Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TAOX Stock Details TAOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1K Hold
2,700
– – ﹤0.01% 1411
2026
Q1 		$15.4K Hold
2,700
– – ﹤0.01% 1205
2025
Q4 		$9.94K Hold
2,700
– – ﹤0.01% 1390
2025
Q3 		$17.7K Buy
+2,700
New +$19.5K ﹤0.01% 1171

Other funds holding TAOX

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Tao Synergies Inc (TAOX) position steady in Q2 2026 at 2,700 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

MassMutual Private Wealth & Trust first reported a position in TAOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q3 2025. 4 funds tracked by Wall St. Rank hold TAOX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,700 shares of Tao Synergies Inc worth $10.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Tao Synergies Inc share count unchanged in Q2 2026.
  • Tao Synergies Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1411 holding.
  • MassMutual Private Wealth & Trust first reported a position in Tao Synergies Inc in Q3 2025 and has held it in 4 quarters since.
  • MassMutual Private Wealth & Trust's Tao Synergies Inc position peaked at $17.7K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Tao Synergies Inc as of Q2 2026.

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