Position in AI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,881
+$2,355 QoQ
Shares Held
537
+79.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 317 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $181,420,513 across 71 Software - Infrastructure names. AI ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
363,800 | $135,704,676 | |
| 2 | PANW |
Palo Alto Networks Inc
|
98,971 | $33,751,090 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
33,944 | $3,960,246 | |
| 4 | ORCL |
Oracle Corp
|
22,334 | $3,273,047 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
42,368 | $2,020,794 | |
| 6 | ZS |
Zscaler, Inc.
|
4,154 | $586,337 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,323 | $356,859 | |
| 8 | SNPS |
Synopsys Inc
|
647 | $288,607 |
All Filings in AI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,881 | 537 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,526 | 300 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,556 | 338 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,369 | 252 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,191 | 252 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,314 | 395 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,067 | 31 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $751 | 31 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $897 | 31 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $297 | 11 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $315 | 11 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $484 | 19 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $692 | 19 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||