PCA
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Prosperity Capital Advisors’s Strategy Inc MSTR Stock Holding History

Prosperity Capital 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
Q4 		– Sell
-2,861
Closed -$922K – 430
2025
Q3 		$922K Buy
2,861
+1,243
+77% +$461K 0.05% 199
2025
Q2 		$654K Sell
1,618
-69
-4% -$25.1K 0.04% 224
2025
Q1 		$516K Sell
1,687
-3,456
-67% -$1.1M 0.04% 228
2024
Q4 		$1.49M Buy
5,143
+828
+19% +$249K 0.12% 125
2024
Q3 		$728K Buy
4,315
+385
+10% +$55K 0.06% 187
2024
Q2 		$541K Sell
3,930
-1,320
-25% -$190K 0.06% 190
2024
Q1 		$895K Buy
+5,250
New +$479K 0.11% 148

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 $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return