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Copperleaf Capital’s Strategy Inc MSTR Stock Holding History

Copperleaf Capital’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 		$626K Buy
+1,942
New +$720K 0.3% 74
2022
Q2 		– Sell
-12,210
Closed -$594K – 65
2022
Q1 		$594K Buy
12,210
+4,500
+58% +$195K 0.53% 48
2021
Q4 		$420K Buy
+7,710
New +$530K 0.36% 51

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 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 29.01% 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

Copperleaf Capital's MSTR Position: Q3 2025 in Review

Copperleaf Capital opened a new position in Strategy Inc (MSTR) in Q3 2025: 1,942 shares worth $626K. The stake represents 0.3% of the portfolio and ranks #74 among its holdings. This is a return to the name: Copperleaf Capital previously reported a position in MSTR as recently as Q1 2022.

Copperleaf Capital first reported a position in MSTR in Q4 2021 and has held it in 3 quarters since. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Copperleaf Capital held 1,942 shares of Strategy Inc worth $626K as of Q3 2025.
  • Strategy Inc was a new Copperleaf Capital position in Q3 2025.
  • Strategy Inc made up 0.3% of Copperleaf Capital's portfolio in Q3 2025, its #74 holding.
  • Copperleaf Capital first reported a position in Strategy Inc in Q4 2021 and has held it in 3 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.