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Optimize Financial’s Strategy Inc MSTR Stock Holding History

Optimize 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
-944
Closed -$304K – 325
2025
Q3 		$304K Buy
+944
New +$350K 0.16% 277

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

Optimize Financial's MSTR Position: Q4 2025 in Review

Optimize Financial sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 944 shares — an estimated $304K sold.

Optimize Financial first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $304K in Q3 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Optimize Financial reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Optimize Financial sold 944 Strategy Inc shares in Q4 2025, an estimated $304K.
  • Optimize Financial first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
  • Optimize Financial's Strategy Inc position peaked at $304K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Optimize Financial's 13F filing for Q4 2025, filed 9 Feb 2026.