PFA
MSTR icon

Pinnacle Family Advisors’s Strategy Inc MSTR Stock Holding History

Pinnacle Family Advisors’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
-685
Closed -$221K – 147
2025
Q3 		$221K Hold
685
– – 0.1% 116
2025
Q2 		$275K Buy
+685
New +$250K 0.13% 103
2025
Q1 		– Sell
-3,620
Closed -$1.05M – 120
2024
Q4 		$1.05M Buy
+3,620
New +$1.09M 0.51% 41

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

Pinnacle Family Advisors's MSTR Position: Q4 2025 in Review

Pinnacle Family Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 685 shares — an estimated $221K sold.

Pinnacle Family Advisors first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $1.05M in Q4 2024. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Pinnacle Family Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 685 Strategy Inc shares in Q4 2025, an estimated $221K.
  • Pinnacle Family Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
  • Pinnacle Family Advisors's Strategy Inc position peaked at $1.05M in Q4 2024.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Pinnacle Family Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.