XML Financial’s Strategy Inc MSTR Stock Holding History

XML 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 Q3	–	Sell	-1,510	Closed	-$610K	–	412
2025 Q2	$610K	Buy	1,510 +10	+0.7%	+$3.64K	0.05%	221
2025 Q1	$432K	Hold	1,500	–	–	0.04%	241
2024 Q4	$434K	Buy	+1,500	New	+$451K	0.04%	247

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 $3.38T AUM 44.17% 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

XML Financial's MSTR Position: Q3 2025 in Review

XML Financial sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,510 shares — an estimated $610K sold.

XML Financial first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $610K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

XML Financial reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
XML Financial sold 1,510 Strategy Inc shares in Q3 2025, an estimated $610K.
XML Financial first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
XML Financial's Strategy Inc position peaked at $610K in Q2 2025.
1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on XML Financial's 13F filing for Q3 2025, filed 20 Oct 2025.