MML Investors Services
MSTR icon

MML Investors Services’s Strategy Inc MSTR Stock Holding History

MML Investors Services’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
Q1 		$13M Buy
104,222
+20,540
+25% +$2.94M 0.04% 460
2025
Q4 		$12.7M Buy
83,682
+24,528
+41% +$5.65M 0.03% 492
2025
Q3 		$19.1M Buy
59,154
+10,444
+21% +$3.87M 0.05% 350
2025
Q2 		$19.7M Buy
48,710
+4,916
+11% +$1.79M 0.06% 333
2025
Q1 		$12.6M Buy
43,794
+11,604
+36% +$3.68M 0.04% 406
2024
Q4 		$9.32M Sell
32,190
-28,642
-47% -$8.62M 0.03% 462
2024
Q3 		$10.3M Buy
60,832
+8,332
+16% +$1.19M 0.04% 416
2024
Q2 		$7.23M Sell
52,500
-80
-0.2% -$11.5K 0.03% 510
2024
Q1 		$8.96M Sell
52,580
-34,730
-40% -$3.17M 0.04% 447
2023
Q4 		$5.51M Buy
87,310
+22,240
+34% +$1.05M 0.03% 558
2023
Q3 		$2.14M Buy
65,070
+7,180
+12% +$270K 0.01% 875
2023
Q2 		$1.98M Sell
57,890
-10,250
-15% -$311K 0.01% 912
2023
Q1 		$1.99M Buy
68,140
+6,060
+10% +$148K 0.01% 783
2022
Q4 		$879K Sell
62,080
-8,840
-12% -$181K 0.01% 1221
2022
Q3 		$1.5M Buy
70,920
+13,220
+23% +$332K 0.01% 868
2022
Q2 		$948K Buy
57,700
+30,390
+111% +$879K 0.01% 1065
2022
Q1 		$1.33M Buy
27,310
+22,680
+490% +$982K 0.01% 963
2021
Q4 		$252K Buy
+4,630
New +$318K ﹤0.01% 1790

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VPM
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return