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Hennion & Walsh Asset Management’s Strategy Inc MSTR Stock Holding History

Hennion & Walsh Asset 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
Q4 		– Sell
-638
Closed -$206K – 974
2025
Q3 		$206K Buy
+638
New +$237K 0.01% 917

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hennion & Walsh Asset Management's MSTR Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 638 shares — an estimated $206K sold.

Hennion & Walsh Asset Management first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 638 Strategy Inc shares in Q4 2025, an estimated $206K.
  • Hennion & Walsh Asset Management first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Strategy Inc position peaked at $206K in Q3 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.