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Masso Torrence Wealth Management’s Strategy Inc MSTR Stock Holding History

Masso Torrence Wealth Management’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
2025
Q3 		$1.03M Sell
3,210
-100
-3% -$37.1K 0.43% 41
2025
Q2 		$1.34M Buy
3,310
+255
+8% +$92.9K 0.62% 33
2025
Q1 		$881K Hold
3,055
– – 0.47% 42
2024
Q4 		$885K Buy
3,055
+55
+2% +$16.6K 0.46% 42
2024
Q3 		$506K Hold
3,000
– – 0.27% 57
2024
Q2 		$413K Hold
3,000
– – 0.23% 58
2024
Q1 		$511K Buy
+3,000
New +$274K 0.3% 57

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Masso Torrence Wealth Management's MSTR Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Strategy Inc (MSTR) stake by 3% in Q3 2025, selling an estimated $37.1K and leaving 3,210 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #41.

Masso Torrence Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Masso Torrence Wealth Management held 3,210 shares of Strategy Inc worth $1.03M as of Q3 2025.
  • Masso Torrence Wealth Management sold 100 Strategy Inc shares in Q3 2025, an estimated $37.1K.
  • Strategy Inc made up 0.43% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #41 holding.
  • Masso Torrence Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 7 quarters since.
  • Masso Torrence Wealth Management's Strategy Inc position peaked at $1.34M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.