Position in WEX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$14,250
-$1,513 QoQ
Shares Held
101
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 410 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEX 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. WEX ranks #34 (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 WEX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,250 | 101 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $15,763 | 103 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,046 | 101 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $16,855 | 107 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,801 | 128 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $18,999 | 121 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $48,738 | 278 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $55,578 | 265 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $46,764 | 264 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $65,558 | 276 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $52,333 | 269 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $46,834 | 249 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $44,425 | 244 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $47,075 | 256 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2 | 10 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,396 | 11 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $622 | 4 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $713 | 4 | Shares | Sole | 2022-04-08 | |
| 2020-09-30 | $4,169 | 30 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,155 | 7 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,459 | 167 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||