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Evergreen Private Wealth’s Strategy Inc MSTR Stock Holding History

Evergreen Private Wealth’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
-6
Closed -$1.93K – 171
2025
Q3 		$1.93K Hold
6
– – ﹤0.01% 221
2025
Q2 		$2.42K Buy
+6
New +$2.19K ﹤0.01% 232

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

Evergreen Private Wealth's MSTR Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 6 shares — an estimated $1.93K sold.

Evergreen Private Wealth first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $2.42K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 6 Strategy Inc shares in Q4 2025, an estimated $1.93K.
  • Evergreen Private Wealth first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Strategy Inc position peaked at $2.42K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.