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Cascade Financial Partners’s Strategy Inc MSTR Stock Holding History

Cascade Financial Partners’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
-1,900
Closed -$548K – 265
2025
Q1 		$548K Hold
1,900
– – 0.07% 149
2024
Q4 		$550K Sell
1,900
-100
-5% -$30.1K 0.07% 135
2024
Q3 		$439K Hold
2,000
– – 0.06% 155
2024
Q2 		$275K Hold
2,000
– – 0.04% 187
2024
Q1 		$296K Buy
+2,000
New +$182K 0.04% 180

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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Cascade Financial Partners's MSTR Position: Q2 2025 in Review

Cascade Financial Partners sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 1,900 shares — an estimated $548K sold.

Cascade Financial Partners first reported a position in MSTR in Q1 2024 and held it in 5 quarters. The position peaked at $550K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Cascade Financial Partners reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 1,900 Strategy Inc shares in Q2 2025, an estimated $548K.
  • Cascade Financial Partners first reported a position in Strategy Inc in Q1 2024 and held it in 5 quarters.
  • Cascade Financial Partners's Strategy Inc position peaked at $550K in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Cascade Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.