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Oxford Financial Group’s Strategy Inc MSTR Stock Holding History

Oxford Financial Group’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
-753
Closed -$243K – 298
2025
Q3 		$243K Sell
753
-284
-27% -$105K 0.01% 204
2025
Q2 		$419K Buy
+1,037
New +$378K 0.02% 147
2021
Q2 		– Sell
-3,950
Closed -$268K – 236
2021
Q1 		$268K Buy
+3,950
New +$279K 0.04% 153

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

Oxford Financial Group's MSTR Position: Q4 2025 in Review

Oxford Financial Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 753 shares — an estimated $243K sold.

Oxford Financial Group first reported a position in MSTR in Q1 2021 and held it in 3 quarters. The position peaked at $419K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Oxford Financial Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Oxford Financial Group sold 753 Strategy Inc shares in Q4 2025, an estimated $243K.
  • Oxford Financial Group first reported a position in Strategy Inc in Q1 2021 and held it in 3 quarters.
  • Oxford Financial Group's Strategy Inc position peaked at $419K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

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