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Moss Adams Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Moss Adams 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
-570
Closed -$230K – 269
2025
Q2 		$230K Buy
+570
New +$208K 0.02% 230

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

Moss Adams Wealth Advisors's MSTR Position: Q3 2025 in Review

Moss Adams Wealth Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 570 shares — an estimated $230K sold.

Moss Adams Wealth Advisors first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Moss Adams Wealth Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 570 Strategy Inc shares in Q3 2025, an estimated $230K.
  • Moss Adams Wealth Advisors first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Strategy Inc position peaked at $230K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.