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MassMutual Private Wealth & Trust’s Trex TREX Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.06K Sell
162
-16
-9% -$729 ﹤0.01% 1480
2026
Q2 		$8.91K Sell
178
-34
-16% -$1.41K ﹤0.01% 1456
2026
Q1 		$7.72K Buy
212
+45
+27% +$1.81K ﹤0.01% 1477
2025
Q4 		$5.86K Sell
167
-77
-32% -$3.11K ﹤0.01% 1613
2025
Q3 		$12.6K Sell
244
-33
-12% -$2.01K ﹤0.01% 1298
2025
Q2 		$15.1K Sell
277
-76
-22% -$4.31K ﹤0.01% 1215
2025
Q1 		$20.5K Buy
353
+53
+18% +$3.44K ﹤0.01% 1016
2024
Q4 		$20.7K Buy
300
+45
+18% +$3.17K ﹤0.01% 995
2024
Q3 		$17K Buy
255
+25
+11% +$1.75K ﹤0.01% 950
2024
Q2 		$17K Sell
230
-18
-7% -$1.57K ﹤0.01% 900
2024
Q1 		$24.7K Buy
248
+42
+20% +$3.74K ﹤0.01% 777
2023
Q4 		$17.1K Buy
206
+17
+9% +$1.13K ﹤0.01% 860
2023
Q3 		$11.6K Buy
189
+5
+3% +$343 ﹤0.01% 955
2023
Q2 		$12.1K Buy
184
+42
+30% +$2.34K ﹤0.01% 910
2023
Q1 		$6.91K Buy
142
+95
+202% +$4.8K ﹤0.01% 1057
2022
Q4 		$2K Sell
47
-9
-16% -$409 ﹤0.01% 1339
2022
Q3 		$2K Buy
56
+33
+143% +$1.76K ﹤0.01% 1294
2022
Q2 		$1K Buy
23
+3
+15% +$181 ﹤0.01% 1427
2022
Q1 		$1K Buy
20
+14
+233% +$1.25K ﹤0.01% 1435
2021
Q4 		$1K Sell
6
-7
-54% -$840 ﹤0.01% 1313
2021
Q3 		$1K Hold
13
– – ﹤0.01% 1223
2021
Q2 		$1K Buy
+13
New +$1.31K ﹤0.01% 1175
2019
Q1 		– Sell
-52
Closed -$1.54K – 991
2018
Q4 		$1.54K Hold
52
– – ﹤0.01% 870
2018
Q3 		$2K Hold
52
– – ﹤0.01% 835
2018
Q2 		$1.63K Hold
52
– – ﹤0.01% 913
2018
Q1 		$1.41K Hold
52
– – ﹤0.01% 890
2017
Q4 		$1.41K Buy
+52
New +$1.32K ﹤0.01% 800

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust's TREX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Trex (TREX) stake by 9% in Q3 2026, selling an estimated $729 and leaving 162 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

MassMutual Private Wealth & Trust first reported a position in TREX in Q4 2017 and has held it in 27 quarters since. The position peaked at $24.7K in Q1 2024. 24 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • MassMutual Private Wealth & Trust held 162 shares of Trex worth $7.06K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 16 Trex shares in Q3 2026, an estimated $729.
  • Trex made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1480 holding.
  • MassMutual Private Wealth & Trust first reported a position in Trex in Q4 2017 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's Trex position peaked at $24.7K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Trex as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.