AWM
MSTR icon

Accurate Wealth Management’s Strategy Inc MSTR Stock Holding History

Accurate 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 		– Sell
-600
Closed -$253K – 507
2025
Q2 		$253K Buy
+600
New +$219K 0.04% 385
2025
Q1 		– Sell
-833
Closed -$273K – 397
2024
Q4 		$273K Buy
+833
New +$251K 0.05% 311
2023
Q1 		– Sell
-220
Closed -$4.18K – 966
2022
Q4 		$4.18K Buy
+220
New +$4.5K ﹤0.01% 1063

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 $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 $1.89T AUM 35.08% 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 $9.31B AUM 73.66% 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 $786B AUM 40.34% 1-Year Est. Return

Accurate Wealth Management's MSTR Position: Q3 2025 in Review

Accurate Wealth Management sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 600 shares — an estimated $253K sold.

Accurate Wealth Management first reported a position in MSTR in Q4 2022 and held it in 3 quarters. The position peaked at $273K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Accurate Wealth Management reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 600 Strategy Inc shares in Q3 2025, an estimated $253K.
  • Accurate Wealth Management first reported a position in Strategy Inc in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Strategy Inc position peaked at $273K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

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