First Horizon Advisors’s Strategy Inc MSTR Stock Holding History

First Horizon 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 Q2	$140K	Buy	347 +316	+1,019%	+$115K	﹤0.01%	621
2025 Q1	$8.94K	Sell	31 -81	-72%	-$25.7K	﹤0.01%	1641
2024 Q4	$32.4K	Buy	+112	New	+$33.7K	﹤0.01%	1141
2017 Q2	–	Sell	-170	Closed	-$3K	–	1446
2017 Q1	$3K	Buy	+170	New	+$3.29K	﹤0.01%	1319

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

First Horizon Advisors's MSTR Position: Q2 2025 in Review

First Horizon Advisors increased its Strategy Inc (MSTR) stake by 1,019% in Q2 2025, buying an estimated $115K and bringing the position to 347 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

First Horizon Advisors first reported a position in MSTR in Q1 2017 and has held it in 4 quarters since. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

First Horizon Advisors held 347 shares of Strategy Inc worth $140K as of Q2 2025.
First Horizon Advisors bought 316 Strategy Inc shares in Q2 2025, an estimated $115K.
Strategy Inc made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #621 holding.
First Horizon Advisors first reported a position in Strategy Inc in Q1 2017 and has held it in 4 quarters since.
1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.