Sara-Bay Financial’s Strategy Inc MSTR Stock Holding History

Sara-Bay Financial’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	-500	Closed	-$202K	–	85
2025 Q2	$202K	Buy	+500	New	+$182K	0.07%	74

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sara-Bay Financial's MSTR Position: Q3 2025 in Review

Sara-Bay Financial sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 500 shares — an estimated $202K sold.

Sara-Bay Financial first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

Sara-Bay Financial reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
Sara-Bay Financial sold 500 Strategy Inc shares in Q3 2025, an estimated $202K.
Sara-Bay Financial first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
Sara-Bay Financial's Strategy Inc position peaked at $202K in Q2 2025.
1,086 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Sara-Bay Financial's 13F filing for Q3 2025, filed 10 Oct 2025.