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Congress Wealth Management’s Strategy Inc MSTR Stock Holding History

Congress 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 		$593K Buy
1,466
+567
+63% +$207K 0.01% 868
2025
Q1 		$260K Buy
+899
New +$285K ﹤0.01% 971

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Congress Wealth Management's MSTR Position: Q2 2025 in Review

Congress Wealth Management increased its Strategy Inc (MSTR) stake by 63% in Q2 2025, buying an estimated $207K and bringing the position to 1,466 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #868.

Congress Wealth Management first reported a position in MSTR in Q1 2025 and has held it in 2 quarters since. 1,161 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Congress Wealth Management held 1,466 shares of Strategy Inc worth $593K as of Q2 2025.
  • Congress Wealth Management bought 567 Strategy Inc shares in Q2 2025, an estimated $207K.
  • Strategy Inc made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #868 holding.
  • Congress Wealth Management first reported a position in Strategy Inc in Q1 2025 and has held it in 2 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.