PGAM
MSTR icon

Princeton Global Asset Management’s Strategy Inc MSTR Stock Holding History

Princeton Global Asset Management’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
-25
Closed -$8.05K – 844
2025
Q3 		$8.05K Hold
25
– – ﹤0.01% 573
2025
Q2 		$10.1K Hold
25
– – ﹤0.01% 526
2025
Q1 		$7.21K Hold
25
– – ﹤0.01% 477
2024
Q4 		$7.24K Buy
+25
New +$7.52K ﹤0.01% 516

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 $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Princeton Global Asset Management's MSTR Position: Q4 2025 in Review

Princeton Global Asset Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 25 shares — an estimated $8.05K sold.

Princeton Global Asset Management first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $10.1K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Princeton Global Asset Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Princeton Global Asset Management sold 25 Strategy Inc shares in Q4 2025, an estimated $8.05K.
  • Princeton Global Asset Management first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Princeton Global Asset Management's Strategy Inc position peaked at $10.1K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.