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Semmax Financial Advisors’s Strategy Inc MSTR Stock Holding History

Semmax Financial 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
Q2 		$39.5K Hold
100
– – 0.01% 195
2025
Q1 		$41.6K Hold
100
– – 0.01% 174
2024
Q4 		$32.5K Hold
100
– – 0.01% 174
2024
Q3 		$35.7K Sell
100
-900
-90% -$129K 0.01% 164
2024
Q2 		$13.5K Buy
1,000
+900
+900% +$130K ﹤0.01% 216
2024
Q1 		$12.5K Hold
100
– – ﹤0.01% 200
2023
Q4 		$6.86K Hold
100
– – ﹤0.01% 243
2023
Q3 		$5.05K Buy
+100
New +$3.77K ﹤0.01% 232

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
CS
Clear Street New York $24.6B AUM 56.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Semmax Financial Advisors's MSTR Position: Q2 2025 in Review

Semmax Financial Advisors held its Strategy Inc (MSTR) position steady in Q2 2025 at 100 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #195.

Semmax Financial Advisors first reported a position in MSTR in Q3 2023 and has held it in 8 quarters since. The position peaked at $41.6K in Q1 2025. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Semmax Financial Advisors held 100 shares of Strategy Inc worth $39.5K as of Q2 2025.
  • Semmax Financial Advisors left its Strategy Inc share count unchanged in Q2 2025.
  • Strategy Inc made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #195 holding.
  • Semmax Financial Advisors first reported a position in Strategy Inc in Q3 2023 and has held it in 8 quarters since.
  • Semmax Financial Advisors's Strategy Inc position peaked at $41.6K in Q1 2025.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.