SSB
MSTR icon

Sandy Spring Bank’s Strategy Inc MSTR Stock Holding History

Sandy Spring Bank’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
Q1 		$36.3K Hold
126
– – ﹤0.01% 634
2024
Q4 		$36.5K Buy
+126
New +$37.9K ﹤0.01% 644
2014
Q1 		– Sell
-100
Closed -$1K – 763
2013
Q4 		$1K Buy
+100
New +$1.18K ﹤0.01% 657

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
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sandy Spring Bank's MSTR Position: Q1 2025 in Review

Sandy Spring Bank held its Strategy Inc (MSTR) position steady in Q1 2025 at 126 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Sandy Spring Bank first reported a position in MSTR in Q4 2013 and has held it in 3 quarters since. The position peaked at $36.5K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Sandy Spring Bank held 126 shares of Strategy Inc worth $36.3K as of Q1 2025.
  • Sandy Spring Bank left its Strategy Inc share count unchanged in Q1 2025.
  • Strategy Inc made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #634 holding.
  • Sandy Spring Bank first reported a position in Strategy Inc in Q4 2013 and has held it in 3 quarters since.
  • Sandy Spring Bank's Strategy Inc position peaked at $36.5K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.