Strategies Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Strategies Wealth 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 Q1	–	Sell	-1,011	Closed	-$330K	–	184
2024 Q4	$330K	Buy	+1,011	New	+$304K	0.04%	98

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

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 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

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

Norges Bank Oslo, Norway $935B AUM

Strategies Wealth Advisors's MSTR Position: Q1 2025 in Review

Strategies Wealth Advisors sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 1,011 shares — an estimated $330K sold.

Strategies Wealth Advisors first reported a position in MSTR in Q4 2024 and held it in 1 quarter. The position peaked at $330K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

Strategies Wealth Advisors reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 1,011 Strategy Inc shares in Q1 2025, an estimated $330K.
Strategies Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 1 quarter.
Strategies Wealth Advisors's Strategy Inc position peaked at $330K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Strategies Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.