Atria Investments’s Strategy Inc MSTR Stock Holding History

Atria Investments’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	-1,263	Closed	-$407K	–	2099
2025 Q3	$407K	Buy	1,263 +293	+30%	+$109K	﹤0.01%	1544
2025 Q2	$392K	Buy	+970	New	+$353K	﹤0.01%	1557

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's MSTR Position: Q4 2025 in Review

Atria Investments sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,263 shares — an estimated $407K sold.

Atria Investments first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $407K in Q3 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Atria Investments reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 1,263 Strategy Inc shares in Q4 2025, an estimated $407K.
Atria Investments first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
Atria Investments's Strategy Inc position peaked at $407K in Q3 2025.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.