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Smallwood Wealth Investment Management’s Strategy Inc MSTR Stock Holding History

Smallwood Wealth Investment Management’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
-102
Closed -$29.4K – 577
2025
Q1 		$29.4K Buy
+102
New +$32.4K 0.02% 207

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

Smallwood Wealth Investment Management's MSTR Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 102 shares — an estimated $29.4K sold.

Smallwood Wealth Investment Management first reported a position in MSTR in Q1 2025 and held it in 1 quarter. The position peaked at $29.4K in Q1 2025. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 102 Strategy Inc shares in Q2 2025, an estimated $29.4K.
  • Smallwood Wealth Investment Management first reported a position in Strategy Inc in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Strategy Inc position peaked at $29.4K in Q1 2025.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.