NFC
MSTR icon

Northstar Financial Companies’s Strategy Inc MSTR Stock Holding History

Northstar Financial Companies’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
-700
Closed -$202K – 109
2025
Q1 		$202K Sell
700
-50
-7% -$15.9K 0.22% 100
2024
Q4 		$217K Buy
+750
New +$226K 0.21% 100

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
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

Northstar Financial Companies's MSTR Position: Q2 2025 in Review

Northstar Financial Companies sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 700 shares — an estimated $202K sold.

Northstar Financial Companies first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Northstar Financial Companies reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Northstar Financial Companies sold 700 Strategy Inc shares in Q2 2025, an estimated $202K.
  • Northstar Financial Companies first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
  • Northstar Financial Companies's Strategy Inc position peaked at $217K in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Northstar Financial Companies's 13F filing for Q2 2025, filed 12 Aug 2025.