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Mustard Seed Financial’s Strategy Inc MSTR Stock Holding History

Mustard Seed Financial’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
-652
Closed -$210K – 91
2025
Q3 		$210K Hold
652
– – 0.14% 90
2025
Q2 		$264K Sell
652
-527
-45% -$192K 0.19% 73
2025
Q1 		$340K Hold
1,179
– – 0.27% 60
2024
Q4 		$341K Buy
+1,179
New +$355K 0.28% 60

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

Mustard Seed Financial's MSTR Position: Q4 2025 in Review

Mustard Seed Financial sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 652 shares — an estimated $210K sold.

Mustard Seed Financial first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $341K in Q4 2024. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Mustard Seed Financial reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Mustard Seed Financial sold 652 Strategy Inc shares in Q4 2025, an estimated $210K.
  • Mustard Seed Financial first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Mustard Seed Financial's Strategy Inc position peaked at $341K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Mustard Seed Financial's 13F filing for Q4 2025, filed 23 Jan 2026.