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Precision Wealth Strategies’s Strategy Inc MSTR Stock Holding History

Precision Wealth Strategies’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
-978
Closed -$315K – 174
2025
Q3 		$315K Buy
978
+171
+21% +$63.4K 0.1% 147
2025
Q2 		$326K Buy
807
+3
+0.4% +$1.09K 0.11% 133
2025
Q1 		$232K Buy
804
+23
+3% +$7.3K 0.18% 92
2024
Q4 		$226K Buy
+781
New +$235K 0.18% 104

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 $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Precision Wealth Strategies's MSTR Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 978 shares — an estimated $315K sold.

Precision Wealth Strategies first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $326K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Precision Wealth Strategies reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 978 Strategy Inc shares in Q4 2025, an estimated $315K.
  • Precision Wealth Strategies first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Precision Wealth Strategies's Strategy Inc position peaked at $326K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.