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Retirement Planning Company of New England’s Strategy Inc MSTR Stock Holding History

Retirement Planning Company of New England’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 		– Sell
-638
Closed -$258K – 250
2025
Q2 		$258K Buy
+638
New +$232K 0.11% 196

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Planning Company of New England's MSTR Position: Q3 2025 in Review

Retirement Planning Company of New England sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 638 shares — an estimated $258K sold.

Retirement Planning Company of New England first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $258K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Retirement Planning Company of New England reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Retirement Planning Company of New England sold 638 Strategy Inc shares in Q3 2025, an estimated $258K.
  • Retirement Planning Company of New England first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
  • Retirement Planning Company of New England's Strategy Inc position peaked at $258K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Retirement Planning Company of New England's 13F filing for Q3 2025, filed 3 Nov 2025.