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Laird Norton Wetherby Wealth Management’s Strategy Inc MSTR Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$613K Sell
1,902
-135
-7% -$50.1K 0.03% 507
2025
Q2 		$823K Buy
+2,037
New +$742K 0.04% 417
2024
Q4 		$420K Buy
+1,451
New +$437K 0.02% 592

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

Laird Norton Wetherby Wealth Management's MSTR Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Strategy Inc (MSTR) stake by 6.6% in Q3 2025, selling an estimated $50.1K and leaving 1,902 shares worth $613K. The position accounts for 0.03% of the portfolio, ranked #507.

Laird Norton Wetherby Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 3 quarters since. The position peaked at $823K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,902 shares of Strategy Inc worth $613K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 135 Strategy Inc shares in Q3 2025, an estimated $50.1K.
  • Strategy Inc made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #507 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 3 quarters since.
  • Laird Norton Wetherby Wealth Management's Strategy Inc position peaked at $823K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.