MPWT
U icon

MassMutual Private Wealth & Trust’s Unity U Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8K Sell
834
-111
-12% -$2.95K ﹤0.01% 1058
2026
Q1 		$20.7K Sell
945
-26
-3% -$721 ﹤0.01% 1068
2025
Q4 		$42.9K Sell
971
-2
-0.2% -$82 ﹤0.01% 847
2025
Q3 		$39K Hold
973
– – ﹤0.01% 881
2025
Q2 		$23.5K Buy
973
+304
+45% +$6.69K ﹤0.01% 1042
2025
Q1 		$13.1K Buy
669
+211
+46% +$4.76K ﹤0.01% 1196
2024
Q4 		$10.3K Buy
458
+61
+15% +$1.36K ﹤0.01% 1248
2024
Q3 		$8.98K Buy
397
+381
+2,381% +$6.58K ﹤0.01% 1162
2024
Q2 		$260 Sell
16
-2
-11% -$43 ﹤0.01% 2050
2024
Q1 		$481 Buy
18
+8
+80% +$251 ﹤0.01% 1863
2023
Q4 		$409 Sell
10
-83
-89% -$2.56K ﹤0.01% 1843
2023
Q3 		$2.92K Buy
93
+66
+244% +$2.54K ﹤0.01% 1393
2023
Q2 		$1.17K Sell
27
-41
-60% -$1.31K ﹤0.01% 1616
2023
Q1 		$2.21K Buy
68
+20
+42% +$643 ﹤0.01% 1395
2022
Q4 		$1K Sell
48
-17
-26% -$533 ﹤0.01% 1563
2022
Q3 		$2K Buy
65
+12
+23% +$494 ﹤0.01% 1297
2022
Q2 		$2K Buy
+53
New +$3.01K ﹤0.01% 1211
2022
Q1 		– Sell
-4
Closed -$1K – 1635
2021
Q4 		$1K Buy
+4
New +$611 ﹤0.01% 1319

Other funds holding U

BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Unity (U) stake by 12% in Q2 2026, selling an estimated $2.95K and leaving 834 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

MassMutual Private Wealth & Trust first reported a position in U in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.9K in Q4 2025. 151 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • MassMutual Private Wealth & Trust held 834 shares of Unity worth $23.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 111 Unity shares in Q2 2026, an estimated $2.95K.
  • Unity made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1058 holding.
  • MassMutual Private Wealth & Trust first reported a position in Unity in Q4 2021 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's Unity position peaked at $42.9K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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