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Pathway Financial Advisers’s Strategy Inc MSTR Stock Holding History

Pathway Financial Advisers’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
-201
Closed -$64.8K – 276
2025
Q3 		$64.8K Buy
+201
New +$74.6K 0.02% 216
2025
Q1 		– Sell
-33
Closed -$9.56K – 320
2024
Q4 		$9.56K Buy
+33
New +$9.93K ﹤0.01% 361

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

Pathway Financial Advisers's MSTR Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 201 shares — an estimated $64.8K sold.

Pathway Financial Advisers first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $64.8K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 201 Strategy Inc shares in Q4 2025, an estimated $64.8K.
  • Pathway Financial Advisers first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
  • Pathway Financial Advisers's Strategy Inc position peaked at $64.8K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.