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Game Plan Financial Advisors’s Strategy Inc MSTR Stock Holding History

Game Plan Financial 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
-88
Closed -$28.4K – 375
2025
Q3 		$28.4K Hold
88
– – 0.01% 172
2025
Q2 		$35.6K Hold
88
– – 0.02% 158
2025
Q1 		$25.4K Sell
88
-40
-31% -$12.7K 0.01% 166
2024
Q4 		$37.5K Buy
+128
New +$38.5K 0.02% 150

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

Game Plan Financial Advisors's MSTR Position: Q4 2025 in Review

Game Plan Financial Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 88 shares — an estimated $28.4K sold.

Game Plan Financial Advisors first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $37.5K in Q4 2024. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Game Plan Financial Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 88 Strategy Inc shares in Q4 2025, an estimated $28.4K.
  • Game Plan Financial Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Game Plan Financial Advisors's Strategy Inc position peaked at $37.5K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Game Plan Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.