Kercheville Advisors’s Strategy Inc MSTR Stock Holding History

Kercheville Advisors’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	-625	Closed	-$201K	–	131
2025 Q3	$201K	Sell	625 -390	-38%	-$145K	0.06%	97
2025 Q2	$410K	Buy	+1,015	New	+$370K	0.14%	70

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Kercheville Advisors's MSTR Position: Q4 2025 in Review

Kercheville Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 625 shares — an estimated $201K sold.

Kercheville Advisors first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $410K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Kercheville Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Kercheville Advisors sold 625 Strategy Inc shares in Q4 2025, an estimated $201K.
Kercheville Advisors first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
Kercheville Advisors's Strategy Inc position peaked at $410K in Q2 2025.
978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Kercheville Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.