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Montz Harcus Wealth Management’s Strategy Inc MSTR Stock Holding History

Montz Harcus Wealth Management’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
-703
Closed -$227K – 92
2025
Q3 		$227K Hold
703
– – 0.1% 80
2025
Q2 		$284K Hold
703
– – 0.14% 64
2025
Q1 		$203K Hold
703
– – 0.11% 76
2024
Q4 		$204K Buy
+703
New +$212K 0.11% 73

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montz Harcus Wealth Management's MSTR Position: Q4 2025 in Review

Montz Harcus Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 703 shares — an estimated $227K sold.

Montz Harcus Wealth Management first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $284K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Montz Harcus Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 703 Strategy Inc shares in Q4 2025, an estimated $227K.
  • Montz Harcus Wealth Management first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Montz Harcus Wealth Management's Strategy Inc position peaked at $284K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.