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Objective Capital Management’s Strategy Inc MSTR Stock Holding History

Objective Capital 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 		– Sell
-557
Closed -$225K – 89
2025
Q2 		$225K Buy
+557
New +$203K 0.25% 78
2025
Q1 		– Sell
-767
Closed -$222K – 119
2024
Q4 		$222K Buy
+767
New +$231K 0.15% 128

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

Objective Capital Management's MSTR Position: Q3 2025 in Review

Objective Capital Management sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 557 shares — an estimated $225K sold.

Objective Capital Management first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Objective Capital Management reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Objective Capital Management sold 557 Strategy Inc shares in Q3 2025, an estimated $225K.
  • Objective Capital Management first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
  • Objective Capital Management's Strategy Inc position peaked at $225K in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Objective Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.