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Heritage Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Heritage 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
Q3 		– Sell
-2,221
Closed -$898K – 592
2025
Q2 		$898K Sell
2,221
-118
-5% -$43K 0.04% 90
2025
Q1 		$674K Sell
2,339
-314
-12% -$99.7K 0.03% 101
2024
Q4 		$768K Buy
+2,653
New +$798K 0.04% 101

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 $3.38T AUM 44.17% 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

Heritage Wealth Advisors's MSTR Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 2,221 shares — an estimated $898K sold.

Heritage Wealth Advisors first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $898K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Heritage Wealth Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,221 Strategy Inc shares in Q3 2025, an estimated $898K.
  • Heritage Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
  • Heritage Wealth Advisors's Strategy Inc position peaked at $898K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.