MassMutual Private Wealth & Trust, FSB

Position in MSTR — Strategy Inc

CIK 1103653 Windsor, CT

Position in MSTR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$254,357

-$106,939 QoQ

Shares Held

2,926

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#578

of 863 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $43,481,992 across 86 Software - Application names. MSTR ranks #11 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	31,745	$10,742,190
2	NOW	ServiceNow, Inc.	83,017	$8,241,927
3	CDNS	Cadence Design Systems Inc	15,784	$5,924,050
4	CRM	Salesforce, Inc.	36,222	$5,674,538
5	PAYX	Paychex Inc	43,520	$4,279,321
6	ADBE	Adobe Inc.	17,160	$3,518,143
7	UBER	Uber Technologies, Inc	24,271	$1,751,395
8	ADP	Automatic Data Processing Inc	2,883	$645,647

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,357	2,926	+1.1%	Shares	Sole	2026-07-02
2026-03-31	$361,296	2,895	+8.3%	Shares	Sole	2026-04-13
2025-12-31	$406,010	2,672	-5.3%	Shares	Sole	2026-01-07
2025-09-30	$909,276	2,822	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$1,131,035	2,798	+2.1%	Shares	Sole	2025-07-09
2025-03-31	$789,859	2,740	+31.5%	Shares	Sole	2025-04-01
2024-12-31	$603,278	2,083	+3.2%	Shares	Sole	2025-01-16
2024-09-30	$340,234	2,018	+894.1%	Shares	Sole	2024-10-02
2024-06-30	$279,628	203	+1.5%	Shares	Sole	2024-07-02
2024-03-31	$340,912	200	0.0%	Shares	Sole	2024-04-09
2023-12-31	$126,324	200	—	Shares	Sole	2024-01-03
No filing history on record for this holder in this stock.