Lowe Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Lowe Wealth Advisors’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	-190	Closed	-$55K	–	382
2024 Q4	$55K	Buy	+190	New	+$57.2K	0.02%	123

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lowe Wealth Advisors's MSTR Position: Q1 2025 in Review

Lowe Wealth Advisors sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 190 shares — an estimated $55K sold.

Lowe Wealth Advisors first reported a position in MSTR in Q4 2024 and held it in 1 quarter. The position peaked at $55K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

Lowe Wealth Advisors reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 190 Strategy Inc shares in Q1 2025, an estimated $55K.
Lowe Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 1 quarter.
Lowe Wealth Advisors's Strategy Inc position peaked at $55K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.