MassMutual Private Wealth & Trust
MSTR icon

MassMutual Private Wealth & Trust’s Strategy Inc MSTR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$449K Buy
2,930
+4
+0.1% +$463 0.01% 315
2026
Q2 		$254K Buy
2,926
+31
+1% +$4.5K 0.01% 414
2026
Q1 		$361K Buy
2,895
+223
+8% +$31.9K 0.01% 349
2025
Q4 		$406K Sell
2,672
-150
-5% -$34.5K 0.01% 330
2025
Q3 		$909K Buy
2,822
+24
+0.9% +$8.9K 0.02% 252
2025
Q2 		$1.13M Buy
2,798
+58
+2% +$21.1K 0.03% 234
2025
Q1 		$790K Buy
2,740
+657
+32% +$209K 0.02% 273
2024
Q4 		$603K Buy
2,083
+65
+3% +$19.6K 0.02% 297
2024
Q3 		$340K Sell
2,018
-12
-0.6% -$1.72K 0.01% 343
2024
Q2 		$280K Buy
2,030
+30
+2% +$4.32K 0.01% 356
2024
Q1 		$341K Hold
2,000
– – 0.01% 327
2023
Q4 		$126K Buy
+2,000
New +$94.8K ﹤0.01% 428

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Strategy Inc (MSTR) stake by 0.14% in Q3 2026, buying an estimated $463 and bringing the position to 2,930 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #315.

MassMutual Private Wealth & Trust first reported a position in MSTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2025. 572 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 2,930 shares of Strategy Inc worth $449K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 4 Strategy Inc shares in Q3 2026, an estimated $463.
  • Strategy Inc made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #315 holding.
  • MassMutual Private Wealth & Trust first reported a position in Strategy Inc in Q4 2023 and has held it in 12 quarters since.
  • MassMutual Private Wealth & Trust's Strategy Inc position peaked at $1.13M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

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