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NKCFO LLC’s Strategy Inc MSTR Stock Holding History

NKCFO LLC’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
-1,000
Closed -$322K – 110
2025
Q3 		$322K Buy
+1,000
New +$371K 0.1% 71
2024
Q1 		– Sell
-26,500
Closed -$1.67M – 86
2023
Q4 		$1.67M Sell
26,500
-5,000
-16% -$237K 0.91% 24
2023
Q3 		$1.03M Buy
31,500
+5,000
+19% +$188K 0.57% 23
2023
Q2 		$907K Buy
26,500
+4,500
+20% +$136K 0.42% 27
2023
Q1 		$643K Sell
22,000
-3,000
-12% -$73.2K 0.31% 32
2022
Q4 		$354K Buy
+25,000
New +$511K 0.17% 39
2022
Q2 		– Sell
-13,900
Closed -$676K – 119
2022
Q1 		$676K Buy
+13,900
New +$602K 0.21% 39

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

NKCFO LLC's MSTR Position: Q4 2025 in Review

NKCFO LLC sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,000 shares — an estimated $322K sold.

NKCFO LLC first reported a position in MSTR in Q1 2022 and held it in 7 quarters. The position peaked at $1.67M in Q4 2023. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • NKCFO LLC reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • NKCFO LLC sold 1,000 Strategy Inc shares in Q4 2025, an estimated $322K.
  • NKCFO LLC first reported a position in Strategy Inc in Q1 2022 and held it in 7 quarters.
  • NKCFO LLC's Strategy Inc position peaked at $1.67M in Q4 2023.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on NKCFO LLC's 13F filing for Q4 2025, filed 2 Feb 2026.