FP
MSTR icon

Fiduciary Planning’s Strategy Inc MSTR Stock Holding History

Fiduciary Planning’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
-1,626
Closed -$524K – 82
2025
Q3 		$524K Buy
1,626
+20
+1% +$7.42K 0.16% 52
2025
Q2 		$649K Sell
1,606
-19
-1% -$6.92K 0.21% 46
2025
Q1 		$468K Buy
1,625
+166
+11% +$52.7K 0.15% 48
2024
Q4 		$423K Buy
+1,459
New +$439K 0.14% 55

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Planning's MSTR Position: Q4 2025 in Review

Fiduciary Planning sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,626 shares — an estimated $524K sold.

Fiduciary Planning first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $649K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Fiduciary Planning reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Planning sold 1,626 Strategy Inc shares in Q4 2025, an estimated $524K.
  • Fiduciary Planning first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Fiduciary Planning's Strategy Inc position peaked at $649K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Fiduciary Planning's 13F filing for Q4 2025, filed 22 Jan 2026.