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Howe & Rusling’s Strategy Inc MSTR Stock Holding History

Howe & Rusling’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
-1,070
Closed -$432K – 480
2025
Q2 		$432K Sell
1,070
-20,252
-95% -$7.38M 0.03% 185
2025
Q1 		$6.15M Buy
+21,322
New +$6.77M 0.52% 61
2024
Q4 		– Sell
-15,348
Closed -$2.59M – 445
2024
Q3 		$2.59M Sell
15,348
-4,112
-21% -$588K 0.22% 89
2024
Q2 		$2.68M Buy
+19,460
New +$2.8M 0.24% 88

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

Howe & Rusling's MSTR Position: Q3 2025 in Review

Howe & Rusling sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,070 shares — an estimated $432K sold.

Howe & Rusling first reported a position in MSTR in Q2 2024 and held it in 4 quarters. The position peaked at $6.15M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Howe & Rusling reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 1,070 Strategy Inc shares in Q3 2025, an estimated $432K.
  • Howe & Rusling first reported a position in Strategy Inc in Q2 2024 and held it in 4 quarters.
  • Howe & Rusling's Strategy Inc position peaked at $6.15M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.