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
Q2 		$9.41M Buy
108,288
+4,066
+4% +$590K 0.02% 661
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

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MML Investors Services's MSTR Position: Q2 2026 in Review

MML Investors Services increased its Strategy Inc (MSTR) stake by 3.9% in Q2 2026, buying an estimated $590K and bringing the position to 108,288 shares worth $9.41M. The position accounts for 0.02% of the portfolio, ranked #661.

MML Investors Services first reported a position in MSTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.7M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • MML Investors Services held 108,288 shares of Strategy Inc worth $9.41M as of Q2 2026.
  • MML Investors Services bought 4,066 Strategy Inc shares in Q2 2026, an estimated $590K.
  • Strategy Inc made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #661 holding.
  • MML Investors Services first reported a position in Strategy Inc in Q4 2021 and has held it in 19 quarters since.
  • MML Investors Services's Strategy Inc position peaked at $19.7M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.