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Fortis Group Advisors’s Strategy Inc MSTR Stock Holding History

Fortis Group 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 		– Sell
-5,755
Closed -$2.31M – 553
2025
Q2 		$2.31M Buy
5,755
+683
+13% +$249K 0.42% 58
2025
Q1 		$1.46M Buy
5,072
+4,317
+572% +$1.37M 0.28% 89
2024
Q4 		$219K Buy
+755
New +$227K 0.04% 185

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

Fortis Group Advisors's MSTR Position: Q3 2025 in Review

Fortis Group Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 5,755 shares — an estimated $2.31M sold.

Fortis Group Advisors first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $2.31M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Fortis Group Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 5,755 Strategy Inc shares in Q3 2025, an estimated $2.31M.
  • Fortis Group Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
  • Fortis Group Advisors's Strategy Inc position peaked at $2.31M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.