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Almanack Investment Partners’s Strategy Inc MSTR Stock Holding History

Almanack Investment Partners’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
-815
Closed -$235K – 218
2025
Q1 		$235K Buy
815
+47
+6% +$14.9K 0.05% 139
2024
Q4 		$222K Buy
+768
New +$231K 0.03% 162
2022
Q4 		– Sell
-100
Closed -$2K – 800
2022
Q3 		$2K Buy
+100
New +$2.51K ﹤0.01% 738
2021
Q4 		– Sell
-3,830
Closed -$222K – 535
2021
Q3 		$222K Sell
3,830
-1,220
-24% -$78.2K 0.02% 446
2021
Q2 		$336K Buy
+5,050
New +$299K 0.03% 298

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Almanack Investment Partners's MSTR Position: Q2 2025 in Review

Almanack Investment Partners sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 815 shares — an estimated $235K sold.

Almanack Investment Partners first reported a position in MSTR in Q2 2021 and held it in 5 quarters. The position peaked at $336K in Q2 2021. 1,161 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Almanack Investment Partners reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 815 Strategy Inc shares in Q2 2025, an estimated $235K.
  • Almanack Investment Partners first reported a position in Strategy Inc in Q2 2021 and held it in 5 quarters.
  • Almanack Investment Partners's Strategy Inc position peaked at $336K in Q2 2021.
  • 1,161 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.