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IronOak Wealth’s Strategy Inc MSTR Stock Holding History

IronOak Wealth’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
2024
Q4 		$587K Buy
+2,026
New +$610K 0.66% 48

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IronOak Wealth's MSTR Position: Q4 2024 in Review

IronOak Wealth opened a new position in Strategy Inc (MSTR) in Q4 2024: 2,026 shares worth $587K. The stake represents 0.66% of the portfolio and ranks #48 among its holdings.

992 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

  • IronOak Wealth held 2,026 shares of Strategy Inc worth $587K as of Q4 2024.
  • Strategy Inc was a new IronOak Wealth position in Q4 2024.
  • Strategy Inc made up 0.66% of IronOak Wealth's portfolio in Q4 2024, its #48 holding.
  • 992 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.