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Bernardo Wealth Planning’s Strategy Inc MSTR Stock Holding History

Bernardo Wealth Planning’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
-774
Closed -$249K – 130
2025
Q3 		$249K Buy
774
+2
+0.3% +$742 0.05% 108
2025
Q2 		$312K Buy
772
+29
+4% +$10.6K 0.07% 91
2025
Q1 		$214K Buy
743
+133
+22% +$42.2K 0.05% 108
2024
Q4 		$200K Buy
+610
New +$184K 0.05% 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 $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bernardo Wealth Planning's MSTR Position: Q4 2025 in Review

Bernardo Wealth Planning sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 774 shares — an estimated $249K sold.

Bernardo Wealth Planning first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Bernardo Wealth Planning reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 774 Strategy Inc shares in Q4 2025, an estimated $249K.
  • Bernardo Wealth Planning first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Bernardo Wealth Planning's Strategy Inc position peaked at $312K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Bernardo Wealth Planning's 13F filing for Q4 2025, filed 26 Jan 2026.