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Alpha Family Trust’s Strategy Inc MSTR Stock Holding History

Alpha Family Trust’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
-825
Closed -$266K – 205
2025
Q3 		$266K Sell
825
-285
-26% -$106K 0.12% 140
2025
Q2 		$449K Hold
1,110
– – 0.22% 83
2025
Q1 		$320K Buy
+1,110
New +$352K 0.19% 109

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alpha Family Trust's MSTR Position: Q4 2025 in Review

Alpha Family Trust sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 825 shares — an estimated $266K sold.

Alpha Family Trust first reported a position in MSTR in Q1 2025 and held it in 3 quarters. The position peaked at $449K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Alpha Family Trust reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Alpha Family Trust sold 825 Strategy Inc shares in Q4 2025, an estimated $266K.
  • Alpha Family Trust first reported a position in Strategy Inc in Q1 2025 and held it in 3 quarters.
  • Alpha Family Trust's Strategy Inc position peaked at $449K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Alpha Family Trust's 13F filing for Q4 2025, filed 12 Feb 2026.