PWM
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Prosperity Wealth Management’s Strategy Inc MSTR Stock Holding History

Prosperity Wealth 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
-1,125
Closed -$362K – 274
2025
Q3 		$362K Buy
1,125
+283
+34% +$105K 0.12% 165
2025
Q2 		$340K Buy
+842
New +$307K 0.13% 162

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

Prosperity Wealth Management's MSTR Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,125 shares — an estimated $362K sold.

Prosperity Wealth Management first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $362K in Q3 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 1,125 Strategy Inc shares in Q4 2025, an estimated $362K.
  • Prosperity Wealth Management first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • Prosperity Wealth Management's Strategy Inc position peaked at $362K in Q3 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.