Watts Gwilliam & Co’s Strategy Inc MSTR Stock Holding History

Watts Gwilliam & Co’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	-672	Closed	-$229K	–	222
2024 Q4	$229K	Buy	+672	New	+$202K	0.05%	187

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

Watts Gwilliam & Co's MSTR Position: Q1 2025 in Review

Watts Gwilliam & Co sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 672 shares — an estimated $229K sold.

Watts Gwilliam & Co first reported a position in MSTR in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

Watts Gwilliam & Co reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
Watts Gwilliam & Co sold 672 Strategy Inc shares in Q1 2025, an estimated $229K.
Watts Gwilliam & Co first reported a position in Strategy Inc in Q4 2024 and held it in 1 quarter.
Watts Gwilliam & Co's Strategy Inc position peaked at $229K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Watts Gwilliam & Co's 13F filing for Q1 2025, filed 13 May 2025.