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CWA Asset Management Group’s Strategy Inc MSTR Stock Holding History

CWA Asset Management Group’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
-1,794
Closed -$578K – 702
2025
Q3 		$578K Buy
1,794
+44
+3% +$16.3K 0.02% 451
2025
Q2 		$707K Sell
1,750
-70
-4% -$25.5K 0.03% 394
2025
Q1 		$525K Buy
1,820
+380
+26% +$121K 0.03% 428
2024
Q4 		$417K Buy
+1,440
New +$433K 0.02% 418

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

CWA Asset Management Group's MSTR Position: Q4 2025 in Review

CWA Asset Management Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,794 shares — an estimated $578K sold.

CWA Asset Management Group first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $707K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • CWA Asset Management Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 1,794 Strategy Inc shares in Q4 2025, an estimated $578K.
  • CWA Asset Management Group first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • CWA Asset Management Group's Strategy Inc position peaked at $707K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.