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Reflection Asset Management’s Strategy Inc MSTR Stock Holding History

Reflection 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 		$47.7K Buy
+314
New +$72.3K 0.03% 249

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

Reflection Asset Management's MSTR Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Strategy Inc (MSTR) in Q4 2025: 314 shares worth $47.7K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings.

978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Reflection Asset Management held 314 shares of Strategy Inc worth $47.7K as of Q4 2025.
  • Strategy Inc was a new Reflection Asset Management position in Q4 2025.
  • Strategy Inc made up 0.03% of Reflection Asset Management's portfolio in Q4 2025, its #249 holding.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.