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MJT & Associates Financial Advisory’s Strategy Inc MSTR Stock Holding History

MJT & Associates Financial Advisory’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
-10
Closed -$3.22K – 465
2025
Q3 		$3.22K Sell
10
-2
-17% -$742 ﹤0.01% 351
2025
Q2 		$4.85K Hold
12
– – 0.01% 306
2025
Q1 		$3.46K Buy
+12
New +$3.81K ﹤0.01% 352

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

MJT & Associates Financial Advisory's MSTR Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 10 shares — an estimated $3.22K sold.

MJT & Associates Financial Advisory first reported a position in MSTR in Q1 2025 and held it in 3 quarters. The position peaked at $4.85K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • MJT & Associates Financial Advisory reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 10 Strategy Inc shares in Q4 2025, an estimated $3.22K.
  • MJT & Associates Financial Advisory first reported a position in Strategy Inc in Q1 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's Strategy Inc position peaked at $4.85K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.