Eschler Asset Management’s Strategy Inc MSTR Stock Holding History

Eschler 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 Q2	–	Sell	-749	Closed	-$216K	–	68
2025 Q1	$216K	Sell	749 -9,001	-92%	-$2.86M	0.53%	41
2024 Q4	$2.82M	Sell	9,750 -50,250	-84%	-$15.1M	6.64%	4
2024 Q3	$10.1M	Hold	60,000	–	–	15.11%	1
2024 Q2	$8.2M	Sell	60,000 -24,000	-29%	-$3.46M	6.44%	5
2024 Q1	$14.3M	Buy	+84,000	New	+$7.66M	9.26%	1
2023 Q4	–	Sell	-84,000	Closed	-$2.76M	–	89
2023 Q3	$2.76M	Buy	84,000 +1,640	+2%	+$61.8K	3.22%	9
2023 Q2	$2.82M	Sell	82,360 -8,000	-9%	-$242K	4%	5
2023 Q1	$2.64M	Buy	90,360 +22,860	+34%	+$558K	2.09%	14
2022 Q4	$956K	Buy	67,500 +12,500	+23%	+$255K	1.81%	17
2022 Q3	$1.17M	Buy	55,000 +10,500	+24%	+$263K	2.57%	13
2022 Q2	$731K	Buy	+44,500	New	+$1.29M	1.49%	19

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eschler Asset Management's MSTR Position: Q2 2025 in Review

Eschler Asset Management sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 749 shares — an estimated $216K sold.

Eschler Asset Management first reported a position in MSTR in Q2 2022 and held it in 11 quarters. The position peaked at $14.3M in Q1 2024. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

Eschler Asset Management reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
Eschler Asset Management sold 749 Strategy Inc shares in Q2 2025, an estimated $216K.
Eschler Asset Management first reported a position in Strategy Inc in Q2 2022 and held it in 11 quarters.
Eschler Asset Management's Strategy Inc position peaked at $14.3M in Q1 2024.
1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Eschler Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.