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Sterling Financial Group’s Strategy Inc MSTR Stock Holding History

Sterling Financial Group’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 		$1.36M Buy
4,227
+621
+17% +$230K 0.43% 29
2025
Q2 		$1.46M Sell
3,606
-3,731
-51% -$1.36M 0.49% 29
2025
Q1 		$2.12M Buy
+7,337
New +$2.33M 0.76% 19

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 56.26% 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 29.01% 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

Sterling Financial Group's MSTR Position: Q3 2025 in Review

Sterling Financial Group increased its Strategy Inc (MSTR) stake by 17% in Q3 2025, buying an estimated $230K and bringing the position to 4,227 shares worth $1.36M. The position accounts for 0.43% of the portfolio, ranked #29.

Sterling Financial Group first reported a position in MSTR in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.12M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Sterling Financial Group held 4,227 shares of Strategy Inc worth $1.36M as of Q3 2025.
  • Sterling Financial Group bought 621 Strategy Inc shares in Q3 2025, an estimated $230K.
  • Strategy Inc made up 0.43% of Sterling Financial Group's portfolio in Q3 2025, its #29 holding.
  • Sterling Financial Group first reported a position in Strategy Inc in Q1 2025 and has held it in 3 quarters since.
  • Sterling Financial Group's Strategy Inc position peaked at $2.12M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.