Ken Fisher’s Strategy Inc MSTR Stock Holding History

Ken Fisher’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 Q1	–	Sell	-3,122	Closed	-$904K	–	1047
2024 Q4	$904K	Buy	+3,122	New	+$939K	﹤0.01%	672
2020 Q3	–	Sell	-280,000	Closed	-$3.31M	–	874
2020 Q2	$3.31M	Hold	280,000	–	–	﹤0.01%	422
2020 Q1	$3.31M	Sell	280,000 -140,000	-33%	-$1.9M	﹤0.01%	396
2019 Q4	$5.99M	Hold	420,000	–	–	0.01%	378
2019 Q3	$6.23M	Hold	420,000	–	–	0.01%	417
2019 Q2	$6.02M	Hold	420,000	–	–	0.01%	410
2019 Q1	$6.06M	Hold	420,000	–	–	0.01%	399
2018 Q4	$5.37M	Hold	420,000	–	–	0.01%	406
2018 Q3	$5.91M	Hold	420,000	–	–	0.01%	403
2018 Q2	$5.37M	Hold	420,000	–	–	0.01%	420
2018 Q1	$5.42M	Sell	420,000 -40,000	-9%	-$538K	0.01%	408
2017 Q4	$6.04M	Hold	460,000	–	–	0.01%	393
2017 Q3	$5.88M	Hold	460,000	–	–	0.01%	381
2017 Q2	$8.82M	Hold	460,000	–	–	0.01%	334
2017 Q1	$8.64M	Hold	460,000	–	–	0.01%	309
2016 Q4	$9.08M	Hold	460,000	–	–	0.02%	305
2016 Q3	$7.7M	Hold	460,000	–	–	0.01%	313
2016 Q2	$8.3M	Buy	460,000 +190,000	+70%	+$3.5M	0.02%	303
2016 Q1	$5.03M	Buy	+270,000	New	+$4.37M	0.01%	350

Other funds holding MSTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ken Fisher's MSTR Position: Q1 2025 in Review

Ken Fisher sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 3,122 shares — an estimated $904K sold.

Ken Fisher first reported a position in MSTR in Q1 2016 and held it in 19 quarters. The position peaked at $9.08M in Q4 2016. 1,010 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

Ken Fisher reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
Ken Fisher sold 3,122 Strategy Inc shares in Q1 2025, an estimated $904K.
Ken Fisher first reported a position in Strategy Inc in Q1 2016 and held it in 19 quarters.
Ken Fisher's Strategy Inc position peaked at $9.08M in Q4 2016.
1,010 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.