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Creekmur Asset Management’s Strategy Inc MSTR Stock Holding History

Creekmur Asset 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
Q1 		– Sell
-8
Closed -$2.32K – 910
2024
Q4 		$2.32K Sell
8
-12
-60% -$3.61K ﹤0.01% 576
2024
Q3 		$3.37K Hold
20
– – ﹤0.01% 583
2024
Q2 		$2.75K Buy
+20
New +$2.88K ﹤0.01% 661

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
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Creekmur Asset Management's MSTR Position: Q1 2025 in Review

Creekmur Asset Management sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 8 shares — an estimated $2.32K sold.

Creekmur Asset Management first reported a position in MSTR in Q2 2024 and held it in 3 quarters. The position peaked at $3.37K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Creekmur Asset Management reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 8 Strategy Inc shares in Q1 2025, an estimated $2.32K.
  • Creekmur Asset Management first reported a position in Strategy Inc in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Strategy Inc position peaked at $3.37K in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.