LBWM
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Left Brain Wealth Management’s Strategy Inc MSTR Stock Holding History

Left Brain 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
Q1 		– Sell
-1,615
Closed -$468K – 96
2024
Q4 		$468K Buy
+1,615
New +$486K 0.18% 68

Other funds holding MSTR

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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
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Left Brain Wealth Management's MSTR Position: Q1 2025 in Review

Left Brain Wealth Management sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 1,615 shares — an estimated $468K sold.

Left Brain Wealth Management first reported a position in MSTR in Q4 2024 and held it in 1 quarter. The position peaked at $468K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Left Brain Wealth Management reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 1,615 Strategy Inc shares in Q1 2025, an estimated $468K.
  • Left Brain Wealth Management first reported a position in Strategy Inc in Q4 2024 and held it in 1 quarter.
  • Left Brain Wealth Management's Strategy Inc position peaked at $468K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Left Brain Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.