Floyd Financial Group’s Strategy Inc MSTR Stock Holding History

Floyd 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	-647	Closed	-$204K	–	72
2025 Q3	$204K	Buy	+647	New	+$240K	0.15%	60

Other funds holding MSTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Floyd Financial Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 647 shares — an estimated $204K sold.

Floyd Financial Group first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Floyd Financial Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Floyd Financial Group sold 647 Strategy Inc shares in Q4 2025, an estimated $204K.
Floyd Financial Group first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
Floyd Financial Group's Strategy Inc position peaked at $204K in Q3 2025.
978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Floyd Financial Group's 13F filing for Q4 2025, filed 24 Feb 2026.