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Lindbrook Capital’s Strategy Inc MSTR Stock Holding History

Lindbrook Capital’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 		$179K Buy
622
+83
+15% +$26.4K 0.02% 453
2024
Q4 		$156K Buy
539
+165
+44% +$49.6K 0.01% 440
2024
Q3 		$63.1K Sell
374
-96
-20% -$13.7K 0.01% 720
2024
Q2 		$64.7K Buy
470
+190
+68% +$27.4K 0.01% 693
2024
Q1 		$47.7K Sell
280
-80
-22% -$7.29K ﹤0.01% 791
2023
Q4 		$22.7K Buy
360
+160
+80% +$7.58K ﹤0.01% 1113
2023
Q3 		$6.57K Buy
200
+70
+54% +$2.64K ﹤0.01% 1636
2023
Q2 		$4.45K Hold
130
– – ﹤0.01% 1861
2023
Q1 		$3.8K Buy
130
+10
+8% +$244 ﹤0.01% 1973
2022
Q4 		$1.7K Buy
120
+60
+100% +$1.23K ﹤0.01% 2308
2022
Q3 		$1K Sell
60
-90
-60% -$2.26K ﹤0.01% 2408
2022
Q2 		$2K Buy
150
+130
+650% +$3.76K ﹤0.01% 1999
2022
Q1 		$1K Buy
+20
New +$866 ﹤0.01% 2293
2020
Q1 		– Sell
-420
Closed -$6K – 1793
2019
Q4 		$6K Hold
420
– – ﹤0.01% 1064
2019
Q3 		$6K Hold
420
– – ﹤0.01% 1030
2019
Q2 		$6K Hold
420
– – ﹤0.01% 1015
2019
Q1 		$6K Hold
420
– – ﹤0.01% 1037
2018
Q4 		$5K Buy
+420
New +$5.32K ﹤0.01% 1012

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 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

Lindbrook Capital's MSTR Position: Q1 2025 in Review

Lindbrook Capital increased its Strategy Inc (MSTR) stake by 15% in Q1 2025, buying an estimated $26.4K and bringing the position to 622 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #453.

Lindbrook Capital first reported a position in MSTR in Q4 2018 and has held it in 18 quarters since. 1,010 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Lindbrook Capital held 622 shares of Strategy Inc worth $179K as of Q1 2025.
  • Lindbrook Capital bought 83 Strategy Inc shares in Q1 2025, an estimated $26.4K.
  • Strategy Inc made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #453 holding.
  • Lindbrook Capital first reported a position in Strategy Inc in Q4 2018 and has held it in 18 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.