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ORG Partners’s Strategy Inc MSTR Stock Holding History

ORG Partners’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 		$19K Sell
125
-1
-0.8% -$230 ﹤0.01% 820
2025
Q3 		$40.6K Sell
126
-10
-7% -$3.71K 0.01% 635
2025
Q2 		$50.8K Buy
136
+61
+81% +$22.2K 0.01% 533
2025
Q1 		$23K Hold
75
– – 0.01% 655
2024
Q4 		$21.7K Buy
+75
New +$22.6K ﹤0.01% 731

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

ORG Partners's MSTR Position: Q4 2025 in Review

ORG Partners reduced its Strategy Inc (MSTR) stake by 0.79% in Q4 2025, selling an estimated $230 and leaving 125 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

ORG Partners first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $50.8K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • ORG Partners held 125 shares of Strategy Inc worth $19K as of Q4 2025.
  • ORG Partners sold 1 Strategy Inc share in Q4 2025, an estimated $230.
  • Strategy Inc made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #820 holding.
  • ORG Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Strategy Inc position peaked at $50.8K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.