MLG Wealth Management DBA Pine Grove Financial Group’s Strategy Inc MSTR Stock Holding History

MLG Wealth Management DBA Pine Grove Financial 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	$234K	Buy	+1,537	New	+$354K	0.03%	170

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's MSTR Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Strategy Inc (MSTR) in Q4 2025: 1,537 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #170 among its holdings.

979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 1,537 shares of Strategy Inc worth $234K as of Q4 2025.
Strategy Inc was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Strategy Inc made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #170 holding.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.