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Altiora Financial Group’s Strategy Inc MSTR Stock Holding History

Altiora Financial Group’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
-1,058
Closed -$305K – 95
2025
Q1 		$305K Hold
1,058
– – 0.06% 81
2024
Q4 		$306K Sell
1,058
-982
-48% -$295K 0.07% 81
2024
Q3 		$344K Sell
2,040
-70
-3% -$10K 0.08% 77
2024
Q2 		$291K Buy
2,110
+100
+5% +$14.4K 0.07% 77
2024
Q1 		$343K Buy
+2,010
New +$183K 0.09% 69

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

Altiora Financial Group's MSTR Position: Q2 2025 in Review

Altiora Financial Group sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 1,058 shares — an estimated $305K sold.

Altiora Financial Group first reported a position in MSTR in Q1 2024 and held it in 5 quarters. The position peaked at $344K in Q3 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Altiora Financial Group reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Altiora Financial Group sold 1,058 Strategy Inc shares in Q2 2025, an estimated $305K.
  • Altiora Financial Group first reported a position in Strategy Inc in Q1 2024 and held it in 5 quarters.
  • Altiora Financial Group's Strategy Inc position peaked at $344K in Q3 2024.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Altiora Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.