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Revisor Wealth Management’s Strategy Inc MSTR Stock Holding History

Revisor 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
-1,048
Closed -$336K – 337
2025
Q3 		$336K Buy
1,048
+85
+9% +$31.5K 0.12% 193
2025
Q2 		$406K Sell
963
-164
-15% -$59.7K 0.15% 163
2025
Q1 		$325K Sell
1,127
-678
-38% -$215K 0.14% 161
2024
Q4 		$527K Sell
1,805
-1,577
-47% -$475K 0.49% 42
2024
Q3 		$570K Buy
3,382
+392
+13% +$56K 0.36% 55
2024
Q2 		$412K Sell
2,990
-6,190
-67% -$892K 0.29% 77
2024
Q1 		$1.06M Buy
+9,180
New +$837K 0.48% 43
2023
Q4 		– Sell
-7,700
Closed -$253K – 158
2023
Q3 		$253K Buy
+7,700
New +$290K 0.21% 130

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

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

Revisor Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,048 shares — an estimated $336K sold.

Revisor Wealth Management first reported a position in MSTR in Q3 2023 and held it in 8 quarters. The position peaked at $1.06M in Q1 2024. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Revisor Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Revisor Wealth Management sold 1,048 Strategy Inc shares in Q4 2025, an estimated $336K.
  • Revisor Wealth Management first reported a position in Strategy Inc in Q3 2023 and held it in 8 quarters.
  • Revisor Wealth Management's Strategy Inc position peaked at $1.06M in Q1 2024.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

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