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Family Management’s Strategy Inc MSTR Stock Holding History

Family Management’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
-820
Closed -$264K – 305
2025
Q3 		$264K Sell
820
-5
-0.6% -$1.85K 0.04% 175
2025
Q2 		$333K Buy
825
+5
+0.6% +$1.82K 0.05% 148
2025
Q1 		$236K Sell
820
-550
-40% -$175K 0.04% 159
2024
Q4 		$397K Buy
1,370
+30
+2% +$9.03K 0.06% 122
2024
Q3 		$226K Buy
+1,340
New +$192K 0.04% 149

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

Family Management's MSTR Position: Q4 2025 in Review

Family Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 820 shares — an estimated $264K sold.

Family Management first reported a position in MSTR in Q3 2024 and held it in 5 quarters. The position peaked at $397K in Q4 2024. 981 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Family Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 820 Strategy Inc shares in Q4 2025, an estimated $264K.
  • Family Management first reported a position in Strategy Inc in Q3 2024 and held it in 5 quarters.
  • Family Management's Strategy Inc position peaked at $397K in Q4 2024.
  • 981 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.