Nova R Wealth’s Strategy Inc MSTR Stock Holding History

Nova R Wealth’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	-859	Closed	-$277K	–	92
2025 Q3	$277K	Sell	859 -14	-2%	-$5.19K	0.12%	69
2025 Q2	$353K	Hold	873	–	–	0.16%	64
2025 Q1	$252K	Hold	873	–	–	0.12%	73
2024 Q4	$253K	Buy	+873	New	+$263K	0.13%	70

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

Nova R Wealth's MSTR Position: Q4 2025 in Review

Nova R Wealth sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 859 shares — an estimated $277K sold.

Nova R Wealth first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $353K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Nova R Wealth reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Nova R Wealth sold 859 Strategy Inc shares in Q4 2025, an estimated $277K.
Nova R Wealth first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
Nova R Wealth's Strategy Inc position peaked at $353K in Q2 2025.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Nova R Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.