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Finivi Inc’s Strategy Inc MSTR Stock Holding History

Finivi Inc’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
-1,525
Closed -$616K – 102
2025
Q2 		$616K Buy
1,525
+32
+2% +$11.7K 0.42% 58
2025
Q1 		$430K Sell
1,493
-1,842
-55% -$585K 0.35% 63
2024
Q4 		$966K Buy
3,335
+1,370
+70% +$412K 0.77% 32
2024
Q3 		$331K Buy
1,965
+95
+5% +$13.6K 0.27% 67
2024
Q2 		$258K Buy
1,870
+170
+10% +$24.5K 0.21% 76
2024
Q1 		$290K Buy
+1,700
New +$155K 0.26% 71

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

Finivi Inc's MSTR Position: Q3 2025 in Review

Finivi Inc sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,525 shares — an estimated $616K sold.

Finivi Inc first reported a position in MSTR in Q1 2024 and held it in 6 quarters. The position peaked at $966K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Finivi Inc reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Finivi Inc sold 1,525 Strategy Inc shares in Q3 2025, an estimated $616K.
  • Finivi Inc first reported a position in Strategy Inc in Q1 2024 and held it in 6 quarters.
  • Finivi Inc's Strategy Inc position peaked at $966K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Finivi Inc's 13F filing for Q3 2025, filed 19 Dec 2025.