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Cary Street Partners Investment Advisory’s Strategy Inc MSTR Stock Holding History

Cary Street Partners Investment Advisory’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
-19
Closed -$7.68K – 630
2025
Q2 		$7.68K Buy
+19
New +$6.92K ﹤0.01% 527
2023
Q4 		– Sell
-300
Closed -$9.85K – 1364
2023
Q3 		$9.85K Buy
300
+30
+11% +$1.13K ﹤0.01% 1306
2023
Q2 		$9.24K Hold
270
– – ﹤0.01% 1262
2023
Q1 		$7.89K Sell
270
-750
-74% -$18.3K ﹤0.01% 1211
2022
Q4 		$14.4K Buy
+1,020
New +$20.8K ﹤0.01% 1054

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 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 28.97% 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

Cary Street Partners Investment Advisory's MSTR Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 19 shares — an estimated $7.68K sold.

Cary Street Partners Investment Advisory first reported a position in MSTR in Q4 2022 and held it in 5 quarters. The position peaked at $14.4K in Q4 2022. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Cary Street Partners Investment Advisory reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 19 Strategy Inc shares in Q3 2025, an estimated $7.68K.
  • Cary Street Partners Investment Advisory first reported a position in Strategy Inc in Q4 2022 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Strategy Inc position peaked at $14.4K in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.