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Rise Advisors’s Strategy Inc MSTR Stock Holding History

Rise 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
-13
Closed -$4.19K – 946
2025
Q3 		$4.19K Hold
13
– – ﹤0.01% 1153
2025
Q2 		$5.25K Buy
13
+9
+225% +$3.28K ﹤0.01% 1155
2025
Q1 		$1.15K Sell
4
-186
-98% -$59.1K ﹤0.01% 1221
2024
Q4 		$55K Sell
190
-25
-12% -$7.52K 0.03% 212
2024
Q3 		$36.2K Buy
215
+25
+13% +$3.57K 0.02% 324
2024
Q2 		$26.2K Sell
190
-10
-5% -$1.44K 0.01% 451
2024
Q1 		$34.1K Buy
200
+140
+233% +$12.8K 0.02% 326
2023
Q4 		$3.79K Hold
60
– – ﹤0.01% 403
2023
Q3 		$1.97K Buy
+60
New +$2.26K ﹤0.01% 467
2022
Q2 		– Sell
-30
Closed -$1K – 723
2022
Q1 		$1K Hold
30
– – ﹤0.01% 620
2021
Q4 		$1.63K Buy
+30
New +$2.06K ﹤0.01% 557

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

Rise Advisors's MSTR Position: Q4 2025 in Review

Rise Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 13 shares — an estimated $4.19K sold.

Rise Advisors first reported a position in MSTR in Q4 2021 and held it in 11 quarters. The position peaked at $55K in Q4 2024. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Rise Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 13 Strategy Inc shares in Q4 2025, an estimated $4.19K.
  • Rise Advisors first reported a position in Strategy Inc in Q4 2021 and held it in 11 quarters.
  • Rise Advisors's Strategy Inc position peaked at $55K in Q4 2024.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.