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Narus Financial Partners’s Strategy Inc MSTR Stock Holding History

Narus Financial Partners’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
Q2 		– Sell
-875
Closed -$252K – 161
2025
Q1 		$252K Sell
875
-78
-8% -$24.8K 0.09% 124
2024
Q4 		$276K Sell
953
-607
-39% -$183K 0.09% 124
2024
Q3 		$263K Buy
+1,560
New +$223K 0.09% 126

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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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Narus Financial Partners's MSTR Position: Q2 2025 in Review

Narus Financial Partners sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 875 shares — an estimated $252K sold.

Narus Financial Partners first reported a position in MSTR in Q3 2024 and held it in 3 quarters. The position peaked at $276K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Narus Financial Partners reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Narus Financial Partners sold 875 Strategy Inc shares in Q2 2025, an estimated $252K.
  • Narus Financial Partners first reported a position in Strategy Inc in Q3 2024 and held it in 3 quarters.
  • Narus Financial Partners's Strategy Inc position peaked at $276K in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Narus Financial Partners's 13F filing for Q2 2025, filed 14 Jul 2025.