Cedar Wealth Management’s Strategy Inc MSTR Stock Holding History

Cedar Wealth Management’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	-345	Closed	-$111K	–	247
2025 Q3	$111K	Buy	+345	New	+$128K	0.03%	101

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 $413B AUM 44.57% 1-Year Est. Return

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

Cedar Wealth Management's MSTR Position: Q4 2025 in Review

Cedar Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 345 shares — an estimated $111K sold.

Cedar Wealth Management first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $111K in Q3 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Cedar Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Cedar Wealth Management sold 345 Strategy Inc shares in Q4 2025, an estimated $111K.
Cedar Wealth Management first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
Cedar Wealth Management's Strategy Inc position peaked at $111K in Q3 2025.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Cedar Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.