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Bell & Brown Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Bell & Brown Wealth Advisors’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
-729
Closed -$235K – 73
2025
Q3 		$235K Buy
+729
New +$270K 0.08% 68

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

Bell & Brown Wealth Advisors's MSTR Position: Q4 2025 in Review

Bell & Brown Wealth Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 729 shares — an estimated $235K sold.

Bell & Brown Wealth Advisors first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Bell & Brown Wealth Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 729 Strategy Inc shares in Q4 2025, an estimated $235K.
  • Bell & Brown Wealth Advisors first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Strategy Inc position peaked at $235K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.