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Capital Investment Advisors’s Strategy Inc MSTR Stock Holding History

Capital Investment Advisors’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
-566
Closed -$229K – 743
2025
Q2 		$229K Sell
566
-610
-52% -$222K ﹤0.01% 631
2025
Q1 		$339K Sell
1,176
-355
-23% -$113K 0.01% 514
2024
Q4 		$444K Buy
+1,531
New +$461K 0.01% 438
2024
Q2 		– Sell
-2,110
Closed -$360K – 663
2024
Q1 		$360K Buy
+2,110
New +$192K 0.01% 451

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Investment Advisors's MSTR Position: Q3 2025 in Review

Capital Investment Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 566 shares — an estimated $229K sold.

Capital Investment Advisors first reported a position in MSTR in Q1 2024 and held it in 4 quarters. The position peaked at $444K in Q4 2024. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Capital Investment Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 566 Strategy Inc shares in Q3 2025, an estimated $229K.
  • Capital Investment Advisors first reported a position in Strategy Inc in Q1 2024 and held it in 4 quarters.
  • Capital Investment Advisors's Strategy Inc position peaked at $444K in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Capital Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.