MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Winmark WINA Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$600 Hold
2
– – ﹤0.01% 2184
2026
Q2 		$846 Buy
+2
New +$782 ﹤0.01% 2196

Other funds holding WINA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Winmark (WINA) position steady in Q3 2026 at 2 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

MassMutual Private Wealth & Trust first reported a position in WINA in Q2 2026 and has held it in 2 quarters since. The position peaked at $846 in Q2 2026. 162 funds tracked by Wall St. Rank hold WINA as of Q3 2026.

  • MassMutual Private Wealth & Trust held 2 shares of Winmark worth $600 as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Winmark share count unchanged in Q3 2026.
  • Winmark made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2184 holding.
  • MassMutual Private Wealth & Trust first reported a position in Winmark in Q2 2026 and has held it in 2 quarters since.
  • MassMutual Private Wealth & Trust's Winmark position peaked at $846 in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Winmark as of Q3 2026.

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