SkyOak Wealth’s Strategy Inc MSTR Stock Holding History

SkyOak Wealth’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	–	Sell	-1,200	Closed	-$346K	–	261
2025 Q1	$346K	Buy	+1,200	New	+$381K	0.08%	152

Other funds holding MSTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SkyOak Wealth's MSTR Position: Q2 2025 in Review

SkyOak Wealth sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 1,200 shares — an estimated $346K sold.

SkyOak Wealth first reported a position in MSTR in Q1 2025 and held it in 1 quarter. The position peaked at $346K in Q1 2025. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

SkyOak Wealth reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 1,200 Strategy Inc shares in Q2 2025, an estimated $346K.
SkyOak Wealth first reported a position in Strategy Inc in Q1 2025 and held it in 1 quarter.
SkyOak Wealth's Strategy Inc position peaked at $346K in Q1 2025.
1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.