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Smith Anglin Financial’s Strategy Inc MSTR Stock Holding History

Smith Anglin Financial’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 		$1.03M Buy
2,537
+30
+1% +$10.9K 0.09% 83
2025
Q1 		$723K Buy
2,507
+751
+43% +$238K 0.08% 96
2024
Q4 		$508K Buy
+1,756
New +$528K 0.05% 118

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

Smith Anglin Financial's MSTR Position: Q2 2025 in Review

Smith Anglin Financial increased its Strategy Inc (MSTR) stake by 1.2% in Q2 2025, buying an estimated $10.9K and bringing the position to 2,537 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #83.

Smith Anglin Financial first reported a position in MSTR in Q4 2024 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Smith Anglin Financial held 2,537 shares of Strategy Inc worth $1.03M as of Q2 2025.
  • Smith Anglin Financial bought 30 Strategy Inc shares in Q2 2025, an estimated $10.9K.
  • Strategy Inc made up 0.09% of Smith Anglin Financial's portfolio in Q2 2025, its #83 holding.
  • Smith Anglin Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 3 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.