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Novak & Powell Financial Services’s Strategy Inc MSTR Stock Holding History

Novak & Powell Financial Services’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
-804
Closed -$259K – 168
2025
Q3 		$259K Hold
804
– – 0.14% 135
2025
Q2 		$325K Sell
804
-300
-27% -$109K 0.23% 97
2025
Q1 		$318K Buy
1,104
+200
+22% +$63.5K 0.2% 106
2024
Q4 		$262K Buy
+904
New +$272K 0.16% 118

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

Novak & Powell Financial Services's MSTR Position: Q4 2025 in Review

Novak & Powell Financial Services sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 804 shares — an estimated $259K sold.

Novak & Powell Financial Services first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $325K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Novak & Powell Financial Services reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Novak & Powell Financial Services sold 804 Strategy Inc shares in Q4 2025, an estimated $259K.
  • Novak & Powell Financial Services first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Novak & Powell Financial Services's Strategy Inc position peaked at $325K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Novak & Powell Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.