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GPS Wealth Strategies Group’s Strategy Inc MSTR Stock Holding History

GPS Wealth Strategies 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 		$19.8K Sell
130
-990
-88% -$228K 0.02% 314
2025
Q3 		$361K Sell
1,120
-43
-4% -$16K 0.04% 239
2025
Q2 		$470K Buy
1,163
+31
+3% +$11.3K 0.05% 190
2025
Q1 		$326K Buy
1,132
+12
+1% +$3.81K 0.04% 230
2024
Q4 		$324K Buy
1,120
+35
+3% +$10.5K 0.04% 223
2024
Q3 		$183K Buy
1,085
+5
+0.5% +$715 0.02% 322
2024
Q2 		$149K Sell
1,080
-50
-4% -$7.21K 0.02% 320
2024
Q1 		$193K Sell
1,130
-10
-0.9% -$912 0.03% 256
2023
Q4 		$72K Hold
1,140
– – 0.01% 416
2023
Q3 		$37.4K Buy
+1,140
New +$42.9K 0.01% 545

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

GPS Wealth Strategies Group's MSTR Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Strategy Inc (MSTR) stake by 88% in Q4 2025, selling an estimated $228K and leaving 130 shares worth $19.8K. The position accounts for 0.02% of the portfolio, ranked #314.

GPS Wealth Strategies Group first reported a position in MSTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $470K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • GPS Wealth Strategies Group held 130 shares of Strategy Inc worth $19.8K as of Q4 2025.
  • GPS Wealth Strategies Group sold 990 Strategy Inc shares in Q4 2025, an estimated $228K.
  • Strategy Inc made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #314 holding.
  • GPS Wealth Strategies Group first reported a position in Strategy Inc in Q3 2023 and has held it in 10 quarters since.
  • GPS Wealth Strategies Group's Strategy Inc position peaked at $470K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.