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Arax Advisory Partners’s Strategy Inc MSTR Stock Holding History

Arax Advisory 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
2026
Q1 		$337K Sell
2,701
-249
-8% -$35.6K 0.01% 807
2025
Q4 		$448K Buy
+2,950
New +$679K 0.01% 639
2025
Q3 		– Sell
-857
Closed -$827K – 4057
2025
Q2 		$827K Buy
+857
New +$312K 0.04% 282

Other funds holding MSTR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arax Advisory Partners's MSTR Position: Q3 2025 in Review

Arax Advisory Partners sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,697 shares — an estimated $1.17M sold.

Arax Advisory Partners first reported a position in MSTR in Q3 2022 and held it in 6 quarters. The position peaked at $1.17M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Arax Advisory Partners reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 1,697 Strategy Inc shares in Q3 2025, an estimated $1.17M.
  • Arax Advisory Partners first reported a position in Strategy Inc in Q3 2022 and held it in 6 quarters.
  • Arax Advisory Partners's Strategy Inc position peaked at $1.17M in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.