Plan Group Financial’s Strategy Inc MSTR Stock Holding History

Plan Group Financial’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	-1,029	Closed	-$332K	–	211
2025 Q3	$332K	Hold	1,029	–	–	0.09%	138
2025 Q2	$416K	Buy	+1,029	New	+$375K	0.14%	112

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Plan Group Financial sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,029 shares — an estimated $332K sold.

Plan Group Financial first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $416K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Plan Group Financial reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Plan Group Financial sold 1,029 Strategy Inc shares in Q4 2025, an estimated $332K.
Plan Group Financial first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
Plan Group Financial's Strategy Inc position peaked at $416K in Q2 2025.
978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.