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Prosperity Capital Advisors’s Strategy Inc MSTR Stock Holding History

Prosperity Capital 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
-2,861
Closed -$922K – 430
2025
Q3 		$922K Buy
2,861
+1,243
+77% +$461K 0.05% 199
2025
Q2 		$654K Sell
1,618
-69
-4% -$25.1K 0.04% 224
2025
Q1 		$516K Sell
1,687
-3,456
-67% -$1.1M 0.04% 228
2024
Q4 		$1.49M Buy
5,143
+828
+19% +$249K 0.12% 125
2024
Q3 		$728K Buy
4,315
+385
+10% +$55K 0.06% 187
2024
Q2 		$541K Sell
3,930
-1,320
-25% -$190K 0.06% 190
2024
Q1 		$895K Buy
+5,250
New +$479K 0.11% 148

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 $3.38T AUM 44.17% 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

Prosperity Capital Advisors's MSTR Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 2,861 shares — an estimated $922K sold.

Prosperity Capital Advisors first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $1.49M in Q4 2024. 981 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 2,861 Strategy Inc shares in Q4 2025, an estimated $922K.
  • Prosperity Capital Advisors first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
  • Prosperity Capital Advisors's Strategy Inc position peaked at $1.49M in Q4 2024.
  • 981 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.