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Merkkuri Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Merkkuri 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
-1,376
Closed -$556K – 83
2025
Q2 		$556K Buy
1,376
+20
+1% +$7.29K 0.42% 49
2025
Q1 		$391K Buy
1,356
+25
+2% +$7.94K 0.33% 62
2024
Q4 		$385K Buy
+1,331
New +$401K 0.3% 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merkkuri Wealth Advisors's MSTR Position: Q3 2025 in Review

Merkkuri Wealth Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,376 shares — an estimated $556K sold.

Merkkuri Wealth Advisors first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $556K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Merkkuri Wealth Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 1,376 Strategy Inc shares in Q3 2025, an estimated $556K.
  • Merkkuri Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
  • Merkkuri Wealth Advisors's Strategy Inc position peaked at $556K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Merkkuri Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.