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Altus Wealth Group’s Strategy Inc MSTR Stock Holding History

Altus Wealth Group’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
-1,624
Closed -$523K – 148
2025
Q3 		$523K Sell
1,624
-1
-0.1% -$371 0.21% 84
2025
Q2 		$657K Hold
1,625
– – 0.29% 67
2025
Q1 		$468K Hold
1,625
– – 0.22% 84
2024
Q4 		$471K Buy
1,625
+245
+18% +$73.7K 0.21% 91
2024
Q3 		$233K Buy
+1,380
New +$197K 0.1% 125
2024
Q2 		– Sell
-1,210
Closed -$206K – 142
2024
Q1 		$206K Buy
+1,210
New +$110K 0.1% 134

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Altus Wealth Group's MSTR Position: Q4 2025 in Review

Altus Wealth Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,624 shares — an estimated $523K sold.

Altus Wealth Group first reported a position in MSTR in Q1 2024 and held it in 6 quarters. The position peaked at $657K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Altus Wealth Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Altus Wealth Group sold 1,624 Strategy Inc shares in Q4 2025, an estimated $523K.
  • Altus Wealth Group first reported a position in Strategy Inc in Q1 2024 and held it in 6 quarters.
  • Altus Wealth Group's Strategy Inc position peaked at $657K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Altus Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.