Sherman Porfolios’s Strategy Inc MSTR Stock Holding History

Sherman Porfolios’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	-935	Closed	-$378K	–	79
2025 Q2	$378K	Buy	+935	New	+$341K	0.15%	42

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 $3.38T AUM 44.17% 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

Sherman Porfolios's MSTR Position: Q3 2025 in Review

Sherman Porfolios sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 935 shares — an estimated $378K sold.

Sherman Porfolios first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $378K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

Sherman Porfolios reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
Sherman Porfolios sold 935 Strategy Inc shares in Q3 2025, an estimated $378K.
Sherman Porfolios first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
Sherman Porfolios's Strategy Inc position peaked at $378K in Q2 2025.
1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Sherman Porfolios's 13F filing for Q3 2025, filed 22 Dec 2025.