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Ingalls & Snyder LLC’s Strategy Inc MSTR Stock Holding History

Ingalls & Snyder LLC’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
-100
Closed -$40K – 492
2025
Q2 		$40K Buy
+100
New +$36.4K ﹤0.01% 460

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ingalls & Snyder LLC's MSTR Position: Q3 2025 in Review

Ingalls & Snyder LLC sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 502 shares — an estimated $203K sold.

Ingalls & Snyder LLC first reported a position in MSTR in Q3 2023 and held it in 3 quarters. The position peaked at $550K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Ingalls & Snyder LLC reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 502 Strategy Inc shares in Q3 2025, an estimated $203K.
  • Ingalls & Snyder LLC first reported a position in Strategy Inc in Q3 2023 and held it in 3 quarters.
  • Ingalls & Snyder LLC's Strategy Inc position peaked at $550K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Ingalls & Snyder LLC's 13F filing for Q3 2025, filed 7 Nov 2025.