MassMutual Private Wealth & Trust’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65K	Buy	34 +4	+13%	+$206	﹤0.01%	2059
2026 Q1	$1.79K	Sell	30 -4	-12%	-$279	﹤0.01%	2001
2025 Q4	$2.93K	Sell	34 -3	-8%	-$266	﹤0.01%	1882
2025 Q3	$3.19K	Buy	37 +16	+76%	+$1.2K	﹤0.01%	1847
2025 Q2	$1.44K	Sell	21 -10	-32%	-$688	﹤0.01%	2035
2025 Q1	$2.35K	Buy	31 +25	+417%	+$2.36K	﹤0.01%	1869
2024 Q4	$657	Hold	6	–	–	﹤0.01%	2103
2024 Q3	$475	Buy	6 +4	+200%	+$300	﹤0.01%	1980
2024 Q2	$146	Sell	2 -62	-97%	-$4.88K	﹤0.01%	2101
2024 Q1	$5.43K	Hold	64	–	–	﹤0.01%	1241
2023 Q4	$6.5K	Hold	64	–	–	﹤0.01%	1164
2023 Q3	$6.49K	Sell	64 -11	-15%	-$1.14K	﹤0.01%	1160
2023 Q2	$7.63K	Buy	75 +11	+17%	+$1.06K	﹤0.01%	1060
2023 Q1	$6.55K	Hold	64	–	–	﹤0.01%	1076
2022 Q4	$5K	Hold	64	–	–	﹤0.01%	1018
2022 Q3	$5K	Buy	+64	New	+$4.37K	﹤0.01%	974

Other funds holding WK

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Workiva (WK) stake by 13% in Q2 2026, buying an estimated $206 and bringing the position to 34 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

MassMutual Private Wealth & Trust first reported a position in WK in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.63K in Q2 2023. 71 funds tracked by Wall St. Rank hold WK as of Q2 2026.

MassMutual Private Wealth & Trust held 34 shares of Workiva worth $1.65K as of Q2 2026.
MassMutual Private Wealth & Trust bought 4 Workiva shares in Q2 2026, an estimated $206.
Workiva made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2059 holding.
MassMutual Private Wealth & Trust first reported a position in Workiva in Q3 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Workiva position peaked at $7.63K in Q2 2023.
71 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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