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Good Life Advisors’s Strategy Inc MSTR Stock Holding History

Good Life 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 		$2.11M Sell
5,216
-1,027
-16% -$374K 0.13% 137
2025
Q1 		$1.8M Buy
6,243
+3,402
+120% +$1.08M 0.13% 143
2024
Q4 		$823K Buy
+2,841
New +$855K 0.06% 213

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Good Life Advisors's MSTR Position: Q2 2025 in Review

Good Life Advisors reduced its Strategy Inc (MSTR) stake by 16% in Q2 2025, selling an estimated $374K and leaving 5,216 shares worth $2.11M. The position accounts for 0.13% of the portfolio, ranked #137.

Good Life Advisors first reported a position in MSTR in Q4 2024 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Good Life Advisors held 5,216 shares of Strategy Inc worth $2.11M as of Q2 2025.
  • Good Life Advisors sold 1,027 Strategy Inc shares in Q2 2025, an estimated $374K.
  • Strategy Inc made up 0.13% of Good Life Advisors's portfolio in Q2 2025, its #137 holding.
  • Good Life Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 3 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.