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Signature Estate & Investment Advisors’s Strategy Inc MSTR Stock Holding History

Signature Estate & 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
Q3 		– Sell
-575
Closed -$232K – 614
2025
Q2 		$232K Sell
575
-281
-33% -$102K 0.01% 524
2025
Q1 		$247K Buy
+856
New +$272K 0.01% 482

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Estate & Investment Advisors's MSTR Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 575 shares — an estimated $232K sold.

Signature Estate & Investment Advisors first reported a position in MSTR in Q1 2025 and held it in 2 quarters. The position peaked at $247K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Signature Estate & Investment Advisors reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 575 Strategy Inc shares in Q3 2025, an estimated $232K.
  • Signature Estate & Investment Advisors first reported a position in Strategy Inc in Q1 2025 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Strategy Inc position peaked at $247K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.