PCP
MSTR icon

Proficio Capital Partners’s Strategy Inc MSTR Stock Holding History

Proficio Capital 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
Q3 		– Sell
-815
Closed -$329K – 351
2025
Q2 		$329K Buy
815
+117
+17% +$42.6K 0.02% 305
2025
Q1 		$201K Sell
698
-277
-28% -$88K 0.02% 377
2024
Q4 		$282K Buy
+975
New +$293K 0.02% 276
2024
Q1 		– Sell
-9,500
Closed -$600K – 338
2023
Q4 		$600K Buy
+9,500
New +$450K 0.07% 136
2019
Q3 		– Sell
-60
Closed -$1K – 1003
2019
Q2 		$1K Buy
+60
New +$847 ﹤0.01% 1764

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 $3.37T AUM 44.26% 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

Proficio Capital Partners's MSTR Position: Q3 2025 in Review

Proficio Capital Partners sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 815 shares — an estimated $329K sold.

Proficio Capital Partners first reported a position in MSTR in Q2 2019 and held it in 5 quarters. The position peaked at $600K in Q4 2023. 1,086 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Proficio Capital Partners reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 815 Strategy Inc shares in Q3 2025, an estimated $329K.
  • Proficio Capital Partners first reported a position in Strategy Inc in Q2 2019 and held it in 5 quarters.
  • Proficio Capital Partners's Strategy Inc position peaked at $600K in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.