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Advisor Resource Council’s Strategy Inc MSTR Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-18,689
Closed -$5.33M – 431
2025
Q1 		$5.33M Buy
+18,689
New +$5.93M 0.43% 57
2024
Q1 		– Sell
-15,880
Closed -$1M – 402
2023
Q4 		$1M Buy
+15,880
New +$753K 0.12% 178
2022
Q3 		– Sell
-121,530
Closed -$2M – 363
2022
Q2 		$2M Buy
+121,530
New +$3.51M 0.19% 121

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisor Resource Council's MSTR Position: Q2 2025 in Review

Advisor Resource Council sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 18,689 shares — an estimated $5.33M sold.

Advisor Resource Council first reported a position in MSTR in Q2 2022 and held it in 3 quarters. The position peaked at $5.33M in Q1 2025. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Advisor Resource Council reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 18,689 Strategy Inc shares in Q2 2025, an estimated $5.33M.
  • Advisor Resource Council first reported a position in Strategy Inc in Q2 2022 and held it in 3 quarters.
  • Advisor Resource Council's Strategy Inc position peaked at $5.33M in Q1 2025.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.