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Howland Capital Management’s Strategy Inc MSTR Stock Holding History

Howland Capital 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
-630
Closed -$203K – 281
2025
Q3 		$203K Sell
630
-68
-10% -$25.2K 0.01% 270
2025
Q2 		$282K Sell
698
-12
-2% -$4.37K 0.01% 241
2025
Q1 		$205K Buy
710
+10
+1% +$3.17K 0.01% 264
2024
Q4 		$203K Buy
+700
New +$211K 0.01% 279

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 $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

Howland Capital Management's MSTR Position: Q4 2025 in Review

Howland Capital Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 630 shares — an estimated $203K sold.

Howland Capital Management first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $282K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Howland Capital Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Howland Capital Management sold 630 Strategy Inc shares in Q4 2025, an estimated $203K.
  • Howland Capital Management first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Howland Capital Management's Strategy Inc position peaked at $282K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Howland Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.