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Dunhill Financial’s Strategy Inc MSTR Stock Holding History

Dunhill Financial’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
-275
Closed -$88.6K – 2039
2025
Q3 		$88.6K Buy
275
+147
+115% +$54.5K 0.02% 200
2025
Q2 		$52.1K Buy
128
+36
+39% +$13.1K 0.02% 235
2025
Q1 		$26.5K Buy
92
+3
+3% +$953 0.01% 260
2024
Q4 		$25.7K Buy
+89
New +$26.8K 0.01% 249

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

Dunhill Financial's MSTR Position: Q4 2025 in Review

Dunhill Financial sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 275 shares — an estimated $88.6K sold.

Dunhill Financial first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $88.6K in Q3 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Dunhill Financial reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Dunhill Financial sold 275 Strategy Inc shares in Q4 2025, an estimated $88.6K.
  • Dunhill Financial first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Dunhill Financial's Strategy Inc position peaked at $88.6K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Dunhill Financial's 13F filing for Q4 2025, filed 29 Jan 2026.