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Rehmann Capital Advisory Group’s Strategy Inc MSTR Stock Holding History

Rehmann Capital Advisory Group’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
-1,028
Closed -$331K – 677
2025
Q3 		$331K Buy
1,028
+20
+2% +$7.42K 0.02% 471
2025
Q2 		$408K Buy
1,008
+306
+44% +$111K 0.02% 396
2025
Q1 		$203K Buy
+702
New +$223K 0.01% 580
2018
Q2 		– Sell
-80
Closed -$1K – 2196
2018
Q1 		$1K Buy
+80
New +$1.08K ﹤0.01% 1893

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

Rehmann Capital Advisory Group's MSTR Position: Q4 2025 in Review

Rehmann Capital Advisory Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,028 shares — an estimated $331K sold.

Rehmann Capital Advisory Group first reported a position in MSTR in Q1 2018 and held it in 4 quarters. The position peaked at $408K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Rehmann Capital Advisory Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,028 Strategy Inc shares in Q4 2025, an estimated $331K.
  • Rehmann Capital Advisory Group first reported a position in Strategy Inc in Q1 2018 and held it in 4 quarters.
  • Rehmann Capital Advisory Group's Strategy Inc position peaked at $408K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2025, filed 4 Mar 2026.