MassMutual Private Wealth & Trust’s Tiptree Inc TIPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$466	Hold	26	–	–	﹤0.01%	2281
2026 Q1	$440	Hold	26	–	–	﹤0.01%	2245
2025 Q4	$475	Sell	26 -13	-33%	-$237	﹤0.01%	2244
2025 Q3	$748	Buy	39 +13	+50%	+$290	﹤0.01%	2192
2025 Q2	$613	Hold	26	–	–	﹤0.01%	2205
2025 Q1	$626	Hold	26	–	–	﹤0.01%	2205
2024 Q4	$542	Buy	+26	New	+$544	﹤0.01%	2130

Other funds holding TIPT

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

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

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Tiptree Inc (TIPT) position steady in Q2 2026 at 26 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

MassMutual Private Wealth & Trust first reported a position in TIPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $748 in Q3 2025. 21 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

MassMutual Private Wealth & Trust held 26 shares of Tiptree Inc worth $466 as of Q2 2026.
MassMutual Private Wealth & Trust left its Tiptree Inc share count unchanged in Q2 2026.
Tiptree Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2281 holding.
MassMutual Private Wealth & Trust first reported a position in Tiptree Inc in Q4 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Tiptree Inc position peaked at $748 in Q3 2025.
21 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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