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Financial Advocates Investment Management’s Strategy Inc MSTR Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-13,011
Closed -$5.26M – 390
2025
Q2 		$5.26M Sell
13,011
-129
-1% -$47K 0.43% 43
2025
Q1 		$3.79M Buy
13,140
+818
+7% +$260K 0.27% 85
2024
Q4 		$3.57M Sell
12,322
-611
-5% -$184K 0.2% 109
2024
Q3 		$2.18M Buy
12,933
+4,483
+53% +$641K 0.12% 169
2024
Q2 		$1.16M Buy
8,450
+1,830
+28% +$264K 0.07% 256
2024
Q1 		$1.13M Buy
6,620
+1,320
+25% +$120K 0.07% 288
2023
Q4 		$335K Sell
5,300
-1,130
-18% -$53.6K 0.02% 518
2023
Q3 		$211K Hold
6,430
– – 0.02% 643
2023
Q2 		$220K Buy
+6,430
New +$195K 0.02% 619
2022
Q2 		– Sell
-4,740
Closed -$231K – 752
2022
Q1 		$231K Buy
4,740
+1,150
+32% +$49.8K 0.02% 650
2021
Q4 		$200K Buy
+3,590
New +$247K 0.01% 735
2021
Q2 		– Sell
-3,000
Closed -$204K – 804
2021
Q1 		$204K Buy
+3,000
New +$212K 0.01% 709

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 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 28.97% 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

Financial Advocates Investment Management's MSTR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 13,011 shares — an estimated $5.26M sold.

Financial Advocates Investment Management first reported a position in MSTR in Q1 2021 and held it in 12 quarters. The position peaked at $5.26M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,011 Strategy Inc shares in Q3 2025, an estimated $5.26M.
  • Financial Advocates Investment Management first reported a position in Strategy Inc in Q1 2021 and held it in 12 quarters.
  • Financial Advocates Investment Management's Strategy Inc position peaked at $5.26M in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.