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FSC Wealth Advisors’s Strategy Inc MSTR Stock Holding History

FSC Wealth 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 		– Sell
-210
Closed -$60.5K – 182
2025
Q1 		$60.5K Hold
210
– – 0.04% 101
2024
Q4 		$60.8K Buy
210
+80
+62% +$24.1K 0.04% 108
2024
Q3 		$21.9K Hold
130
– – 0.02% 158
2024
Q2 		$17.9K Hold
130
– – 0.01% 163
2024
Q1 		$22.2K Hold
130
– – 0.02% 146
2023
Q4 		$8.21K Hold
130
– – 0.01% 211
2023
Q3 		$4.27K Hold
130
– – ﹤0.01% 205
2023
Q2 		$4.45K Hold
130
– – ﹤0.01% 171
2023
Q1 		$3.8K Hold
130
– – 0.01% 149
2022
Q4 		$1.84K Hold
130
– – ﹤0.01% 143
2022
Q3 		$3K Hold
130
– – 0.03% 171
2022
Q2 		$2K Hold
130
– – 0.02% 183
2022
Q1 		$6K Hold
130
– – 0.01% 136
2021
Q4 		$7K Buy
+130
New +$8.94K ﹤0.01% 141

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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FSC Wealth Advisors's MSTR Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 210 shares — an estimated $60.5K sold.

FSC Wealth Advisors first reported a position in MSTR in Q4 2021 and held it in 14 quarters. The position peaked at $60.8K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 210 Strategy Inc shares in Q2 2025, an estimated $60.5K.
  • FSC Wealth Advisors first reported a position in Strategy Inc in Q4 2021 and held it in 14 quarters.
  • FSC Wealth Advisors's Strategy Inc position peaked at $60.8K in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.