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Marshall & Sterling Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Marshall & Sterling 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
Q3 		– Sell
-3
Closed -$1.21K – 671
2025
Q2 		$1.21K Buy
+3
New +$1.09K ﹤0.01% 571

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's MSTR Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 3 shares — an estimated $1.21K sold.

Marshall & Sterling Wealth Advisors first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $1.21K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 3 Strategy Inc shares in Q3 2025, an estimated $1.21K.
  • Marshall & Sterling Wealth Advisors first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Strategy Inc position peaked at $1.21K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.