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Fiduciary Alliance’s Strategy Inc MSTR Stock Holding History

Fiduciary Alliance’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
2026
Q1 		$7.11M Buy
49,518
+2,991
+6% +$428K 0.43% 62
2025
Q4 		$7.07M Buy
46,527
+2,082
+5% +$479K 0.46% 55
2025
Q3 		$14.3M Sell
44,445
-473
-1% -$175K 0.96% 20
2025
Q2 		$18.2M Buy
44,918
+9,937
+28% +$3.62M 1.35% 12
2025
Q1 		$10.1M Buy
34,981
+3,967
+13% +$1.26M 0.99% 23
2024
Q4 		$8.98M Buy
31,014
+15,143
+95% +$4.56M 0.91% 22
2024
Q3 		$2.68M Buy
15,871
+2,951
+23% +$422K 0.36% 72
2024
Q2 		$1.71M Buy
12,920
+1,580
+14% +$228K 0.28% 75
2024
Q1 		$1.86M Buy
11,340
+3,010
+36% +$274K 0.33% 69
2023
Q4 		$526K Buy
+8,330
New +$395K 0.1% 107

Other funds holding MSTR

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return