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Hemington Wealth Management’s Strategy Inc MSTR Stock Holding History

Hemington Wealth 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
Q3 		$1K Buy
+4
New +$1.48K ﹤0.01% 1462
2025
Q1 		– Sell
-44
Closed -$12K – 1658
2024
Q4 		$12K Buy
44
+12
+38% +$3.61K ﹤0.01% 707
2024
Q3 		$7K Buy
+32
New +$4.58K ﹤0.01% 826

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hemington Wealth Management's MSTR Position: Q3 2025 in Review

Hemington Wealth Management opened a new position in Strategy Inc (MSTR) in Q3 2025: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Hemington Wealth Management previously reported a position in MSTR as recently as Q4 2024.

Hemington Wealth Management first reported a position in MSTR in Q3 2024 and has held it in 3 quarters since. The position peaked at $12K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Hemington Wealth Management held 4 shares of Strategy Inc worth $1K as of Q3 2025.
  • Strategy Inc was a new Hemington Wealth Management position in Q3 2025.
  • Strategy Inc made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1462 holding.
  • Hemington Wealth Management first reported a position in Strategy Inc in Q3 2024 and has held it in 3 quarters since.
  • Hemington Wealth Management's Strategy Inc position peaked at $12K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.