MPWT
XYZ

MassMutual Private Wealth & Trust’s Block Inc XYZ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.4K Hold
821
– – ﹤0.01% 716
2026
Q1 		$49.4K Sell
821
-202
-20% -$12.3K ﹤0.01% 771
2025
Q4 		$66.6K Sell
1,023
-277
-21% -$19.1K ﹤0.01% 699
2025
Q3 		$94K Buy
1,300
+205
+19% +$15.3K ﹤0.01% 613
2025
Q2 		$74.4K Buy
1,095
+405
+59% +$23.6K ﹤0.01% 673
2025
Q1 		$37.5K Buy
690
+272
+65% +$20.3K ﹤0.01% 819
2024
Q4 		$35.5K Buy
418
+136
+48% +$11.2K ﹤0.01% 836
2024
Q3 		$18.9K Sell
282
-71
-20% -$4.59K ﹤0.01% 917
2024
Q2 		$22.8K Buy
353
+156
+79% +$10.9K ﹤0.01% 832
2024
Q1 		$16.7K Buy
197
+54
+38% +$3.91K ﹤0.01% 881
2023
Q4 		$11.1K Sell
143
-16
-10% -$905 ﹤0.01% 978
2023
Q3 		$7.04K Buy
159
+75
+89% +$4.64K ﹤0.01% 1135
2023
Q2 		$5.59K Sell
84
-210
-71% -$13.1K ﹤0.01% 1174
2023
Q1 		$20.2K Sell
294
-59
-17% -$4.42K ﹤0.01% 730
2022
Q4 		$22K Buy
353
+45
+15% +$2.78K ﹤0.01% 619
2022
Q3 		$17K Buy
308
+20
+7% +$1.42K ﹤0.01% 629
2022
Q2 		$18K Sell
288
-103
-26% -$9.41K ﹤0.01% 598
2022
Q1 		$53K Sell
391
-176
-31% -$21.3K ﹤0.01% 464
2021
Q4 		$92K Sell
567
-100
-15% -$21.7K ﹤0.01% 414
2021
Q3 		$160K Buy
667
+40
+6% +$10.3K 0.01% 348
2021
Q2 		$153K Buy
627
+134
+27% +$31.1K 0.01% 358
2021
Q1 		$112K Sell
493
-39
-7% -$9.12K 0.01% 376
2020
Q4 		$116K Buy
532
+95
+22% +$18.5K 0.01% 377
2020
Q3 		$71K Buy
437
+293
+203% +$41.4K ﹤0.01% 390
2020
Q2 		$15K Hold
144
– – ﹤0.01% 508
2020
Q1 		$8K Buy
144
+39
+37% +$2.67K ﹤0.01% 550
2019
Q4 		$7K Sell
105
-36
-26% -$2.3K ﹤0.01% 675
2019
Q3 		$9K Hold
141
– – ﹤0.01% 614
2019
Q2 		$10K Buy
141
+41
+41% +$2.86K ﹤0.01% 583
2019
Q1 		$7.49K Hold
100
– – ﹤0.01% 636
2018
Q4 		$5.61K Buy
+100
New +$7.06K ﹤0.01% 647
2017
Q2 		– Sell
-110
Closed -$1.9K – 1103
2017
Q1 		$1.9K Buy
+110
New +$1.72K ﹤0.01% 881

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

MassMutual Private Wealth & Trust held its Block Inc (XYZ) position steady in Q2 2026 at 821 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

MassMutual Private Wealth & Trust first reported a position in XYZ in Q1 2017 and has held it in 32 quarters since. The position peaked at $160K in Q3 2021. 407 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 821 shares of Block Inc worth $62.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #716 holding.
  • MassMutual Private Wealth & Trust first reported a position in Block Inc in Q1 2017 and has held it in 32 quarters since.
  • MassMutual Private Wealth & Trust's Block Inc position peaked at $160K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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