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Abundance Wealth Counselors’s Strategy Inc MSTR Stock Holding History

Abundance Wealth Counselors’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
Q4 		– Sell
-1,205
Closed -$388K – 173
2025
Q3 		$388K Buy
1,205
+3
+0.2% +$1.11K 0.07% 127
2025
Q2 		$486K Buy
1,202
+2
+0.2% +$729 0.09% 123
2025
Q1 		$346K Buy
1,200
+43
+4% +$13.7K 0.07% 125
2024
Q4 		$335K Sell
1,157
-43
-4% -$12.9K 0.07% 123
2024
Q3 		$202K Buy
+1,200
New +$172K 0.04% 133
2024
Q2 		– Sell
-1,200
Closed -$205K – 119
2024
Q1 		$205K Buy
+1,200
New +$109K 0.05% 131
2021
Q2 		– Sell
-700
Closed -$48K – 239
2021
Q1 		$48K Buy
+700
New +$49.4K 0.01% 168

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abundance Wealth Counselors's MSTR Position: Q4 2025 in Review

Abundance Wealth Counselors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,205 shares — an estimated $388K sold.

Abundance Wealth Counselors first reported a position in MSTR in Q1 2021 and held it in 7 quarters. The position peaked at $486K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Abundance Wealth Counselors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,205 Strategy Inc shares in Q4 2025, an estimated $388K.
  • Abundance Wealth Counselors first reported a position in Strategy Inc in Q1 2021 and held it in 7 quarters.
  • Abundance Wealth Counselors's Strategy Inc position peaked at $486K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Abundance Wealth Counselors's 13F filing for Q4 2025, filed 26 Jan 2026.