EWM
MSTR icon

Empirical Wealth Management’s Strategy Inc MSTR Stock Holding History

Empirical 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
-1,774
Closed -$572K – 949
2025
Q3 		$572K Sell
1,774
-426
-19% -$158K 0.01% 439
2025
Q2 		$889K Buy
2,200
+642
+41% +$234K 0.02% 326
2025
Q1 		$449K Sell
1,558
-1,215
-44% -$386K 0.01% 428
2024
Q4 		$803K Buy
2,773
+323
+13% +$97.2K 0.02% 306
2024
Q3 		$413K Buy
2,450
+50
+2% +$7.15K 0.01% 406
2024
Q2 		$331K Hold
2,400
– – 0.01% 436
2024
Q1 		$409K Buy
+2,400
New +$219K 0.01% 377

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Empirical Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,774 shares — an estimated $572K sold.

Empirical Wealth Management first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $889K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Empirical Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 1,774 Strategy Inc shares in Q4 2025, an estimated $572K.
  • Empirical Wealth Management first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
  • Empirical Wealth Management's Strategy Inc position peaked at $889K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.