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Legacy Investment Solutions’s Strategy Inc MSTR Stock Holding History

Legacy Investment Solutions’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
Q2 		$2.75M Buy
+6,811
New +$2.48M 1.43% 15
2024
Q4 		$2.44M Buy
+7,464
New +$2.25M 1.56% 19

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
CS
Clear Street New York $24.6B AUM 56.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Investment Solutions's MSTR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Strategy Inc (MSTR) in Q2 2025: 6,811 shares worth $2.75M. The stake represents 1.43% of the portfolio and ranks #15 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MSTR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MSTR in Q4 2024 and has held it in 2 quarters since. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Legacy Investment Solutions held 6,811 shares of Strategy Inc worth $2.75M as of Q2 2025.
  • Strategy Inc was a new Legacy Investment Solutions position in Q2 2025.
  • Strategy Inc made up 1.43% of Legacy Investment Solutions's portfolio in Q2 2025, its #15 holding.
  • Legacy Investment Solutions first reported a position in Strategy Inc in Q4 2024 and has held it in 2 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.