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Palisades Hudson Asset Management’s Strategy Inc MSTR Stock Holding History

Palisades Hudson Asset 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
-979
Closed -$315K – 106
2025
Q3 		$315K Sell
979
-31
-3% -$11.5K 0.11% 79
2025
Q2 		$408K Sell
1,010
-131
-11% -$47.7K 0.16% 64
2025
Q1 		$329K Sell
1,141
-466
-29% -$148K 0.15% 73
2024
Q4 		$465K Hold
1,607
– – 0.2% 60
2024
Q3 		$271K Sell
1,607
-193
-11% -$27.6K 0.11% 83
2024
Q2 		$248K Sell
1,800
-410
-19% -$59.1K 0.11% 83
2024
Q1 		$377K Buy
+2,210
New +$201K 0.17% 68
2021
Q3 		– Sell
-6,850
Closed -$455K – 111
2021
Q2 		$455K Sell
6,850
-350
-5% -$20.7K 0.2% 59
2021
Q1 		$489K Sell
7,200
-2,050
-22% -$145K 0.23% 52
2020
Q4 		$359K Buy
+9,250
New +$216K 0.19% 64
2019
Q1 		– Sell
-18,210
Closed -$233K – 107
2018
Q4 		$233K Hold
18,210
– – 0.14% 97
2018
Q3 		$256K Hold
18,210
– – 0.13% 99
2018
Q2 		$233K Hold
18,210
– – 0.13% 102
2018
Q1 		$235K Hold
18,210
– – 0.13% 101
2017
Q4 		$239K Hold
18,210
– – 0.13% 98
2017
Q3 		$233K Hold
18,210
– – 0.13% 100
2017
Q2 		$349K Hold
18,210
– – 0.2% 67
2017
Q1 		$342K Hold
18,210
– – 0.22% 59
2016
Q4 		$359K Hold
18,210
– – 0.22% 51
2016
Q3 		$305K Hold
18,210
– – 0.23% 61
2016
Q2 		$319K Sell
18,210
-800
-4% -$14.7K 0.26% 59
2016
Q1 		$342K Hold
19,010
– – 0.27% 53
2015
Q4 		$341K Sell
19,010
-2,610
-12% -$47.5K 0.29% 51
2015
Q3 		$425K Hold
21,620
– – 0.38% 35
2015
Q2 		$367K Sell
21,620
-480
-2% -$8.45K 0.32% 46
2015
Q1 		$374K Hold
22,100
– – 0.29% 45
2014
Q4 		$359K Hold
22,100
– – 0.28% 51
2014
Q3 		$289K Buy
+22,100
New +$307K 0.24% 61

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

Palisades Hudson Asset Management's MSTR Position: Q4 2025 in Review

Palisades Hudson Asset Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 979 shares — an estimated $315K sold.

Palisades Hudson Asset Management first reported a position in MSTR in Q3 2014 and held it in 28 quarters. The position peaked at $489K in Q1 2021. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Palisades Hudson Asset Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 979 Strategy Inc shares in Q4 2025, an estimated $315K.
  • Palisades Hudson Asset Management first reported a position in Strategy Inc in Q3 2014 and held it in 28 quarters.
  • Palisades Hudson Asset Management's Strategy Inc position peaked at $489K in Q1 2021.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.