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Atwood & Palmer’s Strategy Inc MSTR Stock Holding History

Atwood & Palmer’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
-5
Closed -$1.61K – 495
2025
Q3 		$1.61K Hold
5
– – ﹤0.01% 451
2025
Q2 		$2.02K Hold
5
– – ﹤0.01% 468
2025
Q1 		$1.44K Buy
+5
New +$1.59K ﹤0.01% 400
2022
Q3 		– Sell
-730
Closed -$12K – 390
2022
Q2 		$12K Buy
+730
New +$21.1K ﹤0.01% 318

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

Atwood & Palmer's MSTR Position: Q4 2025 in Review

Atwood & Palmer sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 5 shares — an estimated $1.61K sold.

Atwood & Palmer first reported a position in MSTR in Q2 2022 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Atwood & Palmer reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Atwood & Palmer sold 5 Strategy Inc shares in Q4 2025, an estimated $1.61K.
  • Atwood & Palmer first reported a position in Strategy Inc in Q2 2022 and held it in 4 quarters.
  • Atwood & Palmer's Strategy Inc position peaked at $12K in Q2 2022.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Atwood & Palmer's 13F filing for Q4 2025, filed 28 Jan 2026.