EFG
MSTR icon

Everhart Financial Group’s Strategy Inc MSTR Stock Holding History

Everhart 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
-2,520
Closed -$812K – 434
2025
Q3 		$812K Sell
2,520
-42
-2% -$15.6K 0.08% 180
2025
Q2 		$1.04M Buy
2,562
+971
+61% +$354K 0.12% 117
2025
Q1 		$459K Buy
1,591
+239
+18% +$75.9K 0.06% 223
2024
Q4 		$392K Buy
+1,352
New +$407K 0.08% 225

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 $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

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

Everhart Financial Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 2,520 shares — an estimated $812K sold.

Everhart Financial Group first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $1.04M in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Everhart Financial Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Everhart Financial Group sold 2,520 Strategy Inc shares in Q4 2025, an estimated $812K.
  • Everhart Financial Group first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Everhart Financial Group's Strategy Inc position peaked at $1.04M in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Everhart Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.