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Capital A Wealth Management’s Strategy Inc MSTR Stock Holding History

Capital A Wealth Management’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
-12
Closed -$3.46K – 698
2025
Q1 		$3.46K Hold
12
– – ﹤0.01% 423
2024
Q4 		$3.48K Buy
+12
New +$3.61K 0.01% 423

Other funds holding MSTR

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 56.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 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

Capital A Wealth Management's MSTR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 12 shares — an estimated $3.46K sold.

Capital A Wealth Management first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $3.48K in Q4 2024. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 12 Strategy Inc shares in Q2 2025, an estimated $3.46K.
  • Capital A Wealth Management first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Strategy Inc position peaked at $3.48K in Q4 2024.
  • 1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.