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Premier Path Wealth Partners’s Strategy Inc MSTR Stock Holding History

Premier Path Wealth Partners’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
-1,496
Closed -$482K – 409
2025
Q3 		$482K Buy
1,496
+339
+29% +$126K 0.06% 265
2025
Q2 		$468K Buy
1,157
+315
+37% +$115K 0.07% 258
2025
Q1 		$243K Sell
842
-294
-26% -$93.3K 0.04% 341
2024
Q4 		$329K Buy
+1,136
New +$342K 0.05% 290

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

Premier Path Wealth Partners's MSTR Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,496 shares — an estimated $482K sold.

Premier Path Wealth Partners first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $482K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Premier Path Wealth Partners reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,496 Strategy Inc shares in Q4 2025, an estimated $482K.
  • Premier Path Wealth Partners first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Premier Path Wealth Partners's Strategy Inc position peaked at $482K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.