Atria Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Atria Wealth Solutions’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	$2.67M	Sell	6,617 -7,357	-53%	-$2.68M	0.06%	346
2025 Q1	$4.03M	Sell	13,974 -1,817	-12%	-$577K	0.05%	404
2024 Q4	$4.57M	Buy	15,791 +3,626	+30%	+$1.09M	0.05%	379
2024 Q3	$2.05M	Buy	12,165 +3,135	+35%	+$448K	0.02%	623
2024 Q2	$1.24M	Sell	9,030 -250	-3%	-$36K	0.01%	805
2024 Q1	$1.58M	Sell	9,280 -490	-5%	-$44.7K	0.02%	711
2023 Q4	$617K	Hold	9,770	–	–	0.01%	1105
2023 Q3	$321K	Sell	9,770 -10	-0.1%	-$377	﹤0.01%	1373
2023 Q2	$335K	Sell	9,780 -680	-7%	-$20.6K	﹤0.01%	1371
2023 Q1	$306K	Buy	+10,460	New	+$255K	﹤0.01%	1395
2022 Q4	–	Sell	-10,460	Closed	-$222K	–	1857
2022 Q3	$222K	Buy	+10,460	New	+$262K	﹤0.01%	1496

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atria Wealth Solutions's MSTR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Strategy Inc (MSTR) stake by 53% in Q2 2025, selling an estimated $2.68M and leaving 6,617 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #346.

Atria Wealth Solutions first reported a position in MSTR in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.57M in Q4 2024. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

Atria Wealth Solutions held 6,617 shares of Strategy Inc worth $2.67M as of Q2 2025.
Atria Wealth Solutions sold 7,357 Strategy Inc shares in Q2 2025, an estimated $2.68M.
Strategy Inc made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #346 holding.
Atria Wealth Solutions first reported a position in Strategy Inc in Q3 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Strategy Inc position peaked at $4.57M in Q4 2024.
1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.