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Ethos Financial Group’s Strategy Inc MSTR Stock Holding History

Ethos Financial 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
-2,280
Closed -$735K – 561
2025
Q3 		$735K Sell
2,280
-256
-10% -$95K 0.06% 217
2025
Q2 		$1.03M Sell
2,536
-621
-20% -$226K 0.09% 169
2025
Q1 		$914K Hold
3,157
– – 0.09% 163
2024
Q4 		$914K Buy
3,157
+1,117
+55% +$336K 0.12% 109
2024
Q3 		$344K Buy
+2,040
New +$292K 0.06% 176

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 $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ethos Financial Group's MSTR Position: Q4 2025 in Review

Ethos Financial Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 2,280 shares — an estimated $735K sold.

Ethos Financial Group first reported a position in MSTR in Q3 2024 and held it in 5 quarters. The position peaked at $1.03M in Q2 2025. 981 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Ethos Financial Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Ethos Financial Group sold 2,280 Strategy Inc shares in Q4 2025, an estimated $735K.
  • Ethos Financial Group first reported a position in Strategy Inc in Q3 2024 and held it in 5 quarters.
  • Ethos Financial Group's Strategy Inc position peaked at $1.03M in Q2 2025.
  • 981 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.