Exit Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Exit Wealth Advisors’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	-844	Closed	-$272K	–	151
2025 Q3	$272K	Buy	+844	New	+$313K	0.18%	105

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Exit Wealth Advisors's MSTR Position: Q4 2025 in Review

Exit Wealth Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 844 shares — an estimated $272K sold.

Exit Wealth Advisors first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Exit Wealth Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Exit Wealth Advisors sold 844 Strategy Inc shares in Q4 2025, an estimated $272K.
Exit Wealth Advisors first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
Exit Wealth Advisors's Strategy Inc position peaked at $272K in Q3 2025.
978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Exit Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.