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Oakwell Private Wealth Management’s Strategy Inc MSTR Stock Holding History

Oakwell Private 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
-1,618
Closed -$521K – 81
2025
Q3 		$521K Buy
+1,618
New +$600K 0.1% 57

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

Oakwell Private Wealth Management's MSTR Position: Q4 2025 in Review

Oakwell Private Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,618 shares — an estimated $521K sold.

Oakwell Private Wealth Management first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $521K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Oakwell Private Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 1,618 Strategy Inc shares in Q4 2025, an estimated $521K.
  • Oakwell Private Wealth Management first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
  • Oakwell Private Wealth Management's Strategy Inc position peaked at $521K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.