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Darden Wealth Group’s Strategy Inc MSTR Stock Holding History

Darden Wealth Group’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
-600
Closed -$243K – 144
2025
Q2 		$243K Buy
+600
New +$219K 0.15% 112
2025
Q1 		– Sell
-850
Closed -$246K – 105
2024
Q4 		$246K Buy
+850
New +$256K 0.17% 96

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darden Wealth Group's MSTR Position: Q3 2025 in Review

Darden Wealth Group sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 600 shares — an estimated $243K sold.

Darden Wealth Group first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Darden Wealth Group reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Darden Wealth Group sold 600 Strategy Inc shares in Q3 2025, an estimated $243K.
  • Darden Wealth Group first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
  • Darden Wealth Group's Strategy Inc position peaked at $246K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Darden Wealth Group's 13F filing for Q3 2025, filed 10 Nov 2025.