Golden State Wealth Management LLC Grows Stock Holdings in Strategy Inc $MSTR

Golden State Wealth Management LLC increased its stake in Strategy Inc (NASDAQ:MSTR) by 19.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 24,422 shares of the software maker’s stock after buying an additional 4,025 shares during the period. Strategy comprises 0.9% of Golden State Wealth Management LLC’s holdings, making the stock its 24th largest position. Golden State Wealth Management LLC’s holdings in Strategy were worth $7,869,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in MSTR. Foundations Investment Advisors LLC lifted its holdings in shares of Strategy by 0.4% during the 3rd quarter. Foundations Investment Advisors LLC now owns 110,190 shares of the software maker’s stock valued at $35,504,000 after buying an additional 428 shares during the period. Fidelis Capital Partners LLC grew its holdings in shares of Strategy by 6.7% in the third quarter. Fidelis Capital Partners LLC now owns 973 shares of the software maker’s stock worth $314,000 after acquiring an additional 61 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its position in Strategy by 17.6% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 71,800 shares of the software maker’s stock valued at $23,135,000 after acquiring an additional 10,727 shares during the last quarter. Oxler Private Wealth LLC lifted its holdings in Strategy by 34.7% in the third quarter. Oxler Private Wealth LLC now owns 5,117 shares of the software maker’s stock valued at $1,649,000 after acquiring an additional 1,317 shares during the period. Finally, Capital Wealth Alliance LLC boosted its position in Strategy by 1.4% in the third quarter. Capital Wealth Alliance LLC now owns 44,700 shares of the software maker’s stock worth $14,403,000 after purchasing an additional 609 shares during the last quarter. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Cantor Fitzgerald initiated coverage with an “Overweight” rating, giving institutional validation to Strategy’s bitcoin‑treasury model and potentially attracting fresh demand from buy‑side desks. Finviz
• Positive Sentiment: Strategy disclosed another sizable bitcoin accumulation — ~2,932 BTC (~$264.1M) — expanding its treasury and reinforcing management’s long‑term play on BTC appreciation. That buy can support intrinsic value if bitcoin rallies. Strategy Extends Bitcoin Accumulation
• Neutral Sentiment: Opinion pieces are resurfacing about whether investors should reassess the stock after a ~52% one‑year decline; these pieces increase scrutiny but do not present new company facts. They can pressure sentiment while leaving fundamentals unchanged. Is It Time To Reassess Strategy (MSTR)?
• Negative Sentiment: Market commentary (and today’s price action) points to Strategy falling more than the broader market — Microsoft/tech weakness and a soft crypto backdrop amplify moves because the company’s value is now highly correlated to bitcoin. Short‑term downside risk rises when BTC and risk assets slide. Here’s Why Strategy (MSTR) Fell More Than Broader Market
• Negative Sentiment: Technical and risk profile: the stock sits below its 50‑day and well below its 200‑day moving averages, has a high beta (~3.4), and a market cap concentrated on bitcoin exposure — all of which amplify downside during risk‑off sessions (no external link).

Insider Buying and Selling at Strategy

In other news, Director Jane A. Dietze acquired 1,100 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was purchased at an average price of $95.28 per share, for a total transaction of $104,808.00. Following the completion of the transaction, the director directly owned 2,600 shares in the company, valued at approximately $247,728. This trade represents a 73.33% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Wei-Ming Shao sold 5,334 shares of Strategy stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $226.36, for a total value of $1,207,404.24. Following the completion of the sale, the executive vice president directly owned 32,726 shares in the company, valued at $7,407,857.36. This trade represents a 14.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders purchased 7,112 shares of company stock valued at $984,888 and sold 13,177 shares valued at $2,843,166. Insiders own 8.46% of the company’s stock.

Strategy Price Performance

MSTR stock opened at $158.45 on Thursday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. The company’s fifty day moving average price is $168.11 and its 200-day moving average price is $274.02. Strategy Inc has a one year low of $149.75 and a one year high of $457.22. The company has a market capitalization of $45.53 billion, a PE ratio of 7.37 and a beta of 3.42.

Strategy (NASDAQ:MSTR) last posted its earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating the consensus estimate of ($0.10) by $8.52. The company had revenue of $128.69 million during the quarter, compared to analysts’ expectations of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. Strategy’s quarterly revenue was up 10.9% on a year-over-year basis. During the same period last year, the company posted ($1.56) earnings per share.

Analyst Ratings Changes

MSTR has been the subject of several research reports. Sanford C. Bernstein set a $450.00 price target on shares of Strategy and gave the company an “outperform” rating in a research report on Monday, December 8th. Citigroup reduced their price target on Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. HC Wainwright cut their price objective on Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research note on Monday, November 3rd. Cantor Fitzgerald began coverage on shares of Strategy in a research note on Tuesday. They set an “overweight” rating on the stock. Finally, BTIG Research lowered their price target on shares of Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a report on Friday, October 31st. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $435.44.

About Strategy

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.