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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Strategy Inc (MSTR) stake by 1.1% in Q2 2026, buying an estimated $4.5K and bringing the position to 2,926 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #414.

MassMutual Private Wealth & Trust first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q2 2025. 309 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

MassMutual Private Wealth & Trust held 2,926 shares of Strategy Inc worth $254K as of Q2 2026.
MassMutual Private Wealth & Trust bought 31 Strategy Inc shares in Q2 2026, an estimated $4.5K.
Strategy Inc made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #414 holding.
MassMutual Private Wealth & Trust first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's Strategy Inc position peaked at $1.13M in Q2 2025.
309 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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