King Wealth Management Group’s Strategy Inc MSTR Stock Holding History

King Wealth Management 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	–	Sell	-654	Closed	-$211K	–	169
2025 Q3	$211K	Hold	654	–	–	0.03%	153
2025 Q2	$264K	Sell	654 -59	-8%	-$21.5K	0.04%	132
2025 Q1	$206K	Buy	+713	New	+$226K	0.03%	150
2024 Q1	–	Sell	-11,040	Closed	-$697K	–	151
2023 Q4	$697K	Buy	11,040 +1,300	+13%	+$61.6K	0.13%	66
2023 Q3	$320K	Hold	9,740	–	–	0.07%	106
2023 Q2	$334K	Hold	9,740	–	–	0.07%	105
2023 Q1	$285K	Buy	+9,740	New	+$238K	0.06%	117
2022 Q4	–	Sell	-9,740	Closed	-$207K	–	155
2022 Q3	$207K	Buy	+9,740	New	+$244K	0.05%	136
2022 Q2	–	Sell	-9,570	Closed	-$465K	–	173
2022 Q1	$465K	Buy	9,570 +2,500	+35%	+$108K	0.09%	95
2021 Q4	$385K	Hold	7,070	–	–	0.07%	116
2021 Q3	$409K	Buy	7,070 +3,320	+89%	+$213K	0.08%	110
2021 Q2	$249K	Buy	3,750 +200	+6%	+$11.8K	0.05%	151
2021 Q1	$241K	Buy	+3,550	New	+$251K	0.05%	141

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 $413B AUM 44.57% 1-Year Est. Return

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

King Wealth Management Group's MSTR Position: Q4 2025 in Review

King Wealth Management Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 654 shares — an estimated $211K sold.

King Wealth Management Group first reported a position in MSTR in Q1 2021 and held it in 13 quarters. The position peaked at $697K in Q4 2023. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

King Wealth Management Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
King Wealth Management Group sold 654 Strategy Inc shares in Q4 2025, an estimated $211K.
King Wealth Management Group first reported a position in Strategy Inc in Q1 2021 and held it in 13 quarters.
King Wealth Management Group's Strategy Inc position peaked at $697K in Q4 2023.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on King Wealth Management Group's 13F filing for Q4 2025, filed 9 Feb 2026.