Abich Financial Wealth Management’s Strategy Inc MSTR Stock Holding History

Abich Financial Wealth Management’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	$180K	Buy	+560	New	+$208K	0.06%	134

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's MSTR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Strategy Inc (MSTR) in Q3 2025: 560 shares worth $180K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

Abich Financial Wealth Management held 560 shares of Strategy Inc worth $180K as of Q3 2025.
Strategy Inc was a new Abich Financial Wealth Management position in Q3 2025.
Strategy Inc made up 0.06% of Abich Financial Wealth Management's portfolio in Q3 2025, its #134 holding.
1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.