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Moloney Securities Asset Management’s Strategy Inc MSTR Stock Holding History

Moloney Securities Asset Management’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 		$318K Sell
987
-347
-26% -$129K 0.04% 352
2025
Q2 		$539K Buy
1,334
+16
+1% +$5.83K 0.07% 255
2025
Q1 		$380K Buy
1,318
+505
+62% +$160K 0.05% 302
2024
Q4 		$235K Buy
+813
New +$245K 0.03% 387

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

Moloney Securities Asset Management's MSTR Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Strategy Inc (MSTR) stake by 26% in Q3 2025, selling an estimated $129K and leaving 987 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #352.

Moloney Securities Asset Management first reported a position in MSTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $539K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Moloney Securities Asset Management held 987 shares of Strategy Inc worth $318K as of Q3 2025.
  • Moloney Securities Asset Management sold 347 Strategy Inc shares in Q3 2025, an estimated $129K.
  • Strategy Inc made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #352 holding.
  • Moloney Securities Asset Management first reported a position in Strategy Inc in Q4 2024 and has held it in 4 quarters since.
  • Moloney Securities Asset Management's Strategy Inc position peaked at $539K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.