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Optimum Investment Advisors’s Strategy Inc MSTR Stock Holding History

Optimum Investment 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 		$132K Buy
410
+100
+32% +$37.1K 0.05% 225
2025
Q2 		$125K Hold
310
– – 0.05% 224
2025
Q1 		$89.4K Buy
310
+110
+55% +$34.9K 0.04% 263
2024
Q4 		$57.9K Buy
+200
New +$60.2K 0.03% 322

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

Optimum Investment Advisors's MSTR Position: Q3 2025 in Review

Optimum Investment Advisors increased its Strategy Inc (MSTR) stake by 32% in Q3 2025, buying an estimated $37.1K and bringing the position to 410 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #225.

Optimum Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 4 quarters since. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Optimum Investment Advisors held 410 shares of Strategy Inc worth $132K as of Q3 2025.
  • Optimum Investment Advisors bought 100 Strategy Inc shares in Q3 2025, an estimated $37.1K.
  • Strategy Inc made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #225 holding.
  • Optimum Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 4 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.