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Financial Sense Advisors’s Strategy Inc MSTR Stock Holding History

Financial Sense Advisors’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 		– Hold
0
– -$2.02M – 171
2025
Q2 		– Hold
0
– – – 42
2024
Q4 		– Hold
0
– -$2.11M – 125
2024
Q3 		– Hold
0
– – – 34
2024
Q2 		– Hold
0
– – – 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 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 29.01% 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 Sense Advisors's MSTR Position: Q3 2025 in Review

Financial Sense Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 4,832 shares — an estimated $1.95M sold.

Financial Sense Advisors first reported a position in MSTR in Q2 2021 and held it in 15 quarters. The position peaked at $14.8M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Financial Sense Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 4,832 Strategy Inc shares in Q3 2025, an estimated $1.95M.
  • Financial Sense Advisors first reported a position in Strategy Inc in Q2 2021 and held it in 15 quarters.
  • Financial Sense Advisors's Strategy Inc position peaked at $14.8M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Financial Sense Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.