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Beacon Financial Strategies’s Strategy Inc MSTR Stock Holding History

Beacon Financial Strategies’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
Q3 		– Sell
-750
Closed -$303K – 42
2025
Q2 		$303K Hold
750
– – 0.19% 27
2025
Q1 		$216K Hold
750
– – 0.15% 35
2024
Q4 		$217K Buy
+750
New +$226K 0.15% 32

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Financial Strategies's MSTR Position: Q3 2025 in Review

Beacon Financial Strategies sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 750 shares — an estimated $303K sold.

Beacon Financial Strategies first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $303K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Beacon Financial Strategies reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Strategies sold 750 Strategy Inc shares in Q3 2025, an estimated $303K.
  • Beacon Financial Strategies first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
  • Beacon Financial Strategies's Strategy Inc position peaked at $303K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Beacon Financial Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.