Envestnet Asset Management
STRK

Envestnet Asset Management’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Envestnet Asset Management’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,601
Closed -$422K – 4717
2025
Q3 		$422K Buy
+4,601
New +$479K ﹤0.01% 3876

Other funds holding STRK

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Envestnet Asset Management's STRK Position: Q4 2025 in Review

Envestnet Asset Management sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q4 2025, closing a stake of 4,601 shares — an estimated $422K sold.

Envestnet Asset Management first reported a position in STRK in Q3 2025 and held it in 1 quarter. The position peaked at $422K in Q3 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q4 2025.

  • Envestnet Asset Management reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 4,601 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q4 2025, an estimated $422K.
  • Envestnet Asset Management first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q3 2025 and held it in 1 quarter.
  • Envestnet Asset Management's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $422K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.