Williamson Legacy Group’s Strategy Inc MSTR Stock Holding History

Williamson Legacy 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	–	Sell	-2,744	Closed	-$1.11M	–	117
2025 Q2	$1.11M	Buy	+2,744	New	+$1,000K	0.93%	53

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Williamson Legacy Group's MSTR Position: Q3 2025 in Review

Williamson Legacy Group sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 2,744 shares — an estimated $1.11M sold.

Williamson Legacy Group first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $1.11M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

Williamson Legacy Group reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
Williamson Legacy Group sold 2,744 Strategy Inc shares in Q3 2025, an estimated $1.11M.
Williamson Legacy Group first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
Williamson Legacy Group's Strategy Inc position peaked at $1.11M in Q2 2025.
1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.