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Schechter Investment Advisors’s Strategy Inc MSTR Stock Holding History

Schechter 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
Q1 		$300K Sell
1,041
-79
-7% -$25.1K 0.02% 474
2024
Q4 		$324K Buy
+1,120
New +$337K 0.02% 474

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

Schechter Investment Advisors's MSTR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Strategy Inc (MSTR) stake by 7.1% in Q1 2025, selling an estimated $25.1K and leaving 1,041 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #474.

Schechter Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 2 quarters since. The position peaked at $324K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Schechter Investment Advisors held 1,041 shares of Strategy Inc worth $300K as of Q1 2025.
  • Schechter Investment Advisors sold 79 Strategy Inc shares in Q1 2025, an estimated $25.1K.
  • Strategy Inc made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #474 holding.
  • Schechter Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's Strategy Inc position peaked at $324K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.