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Sagespring Wealth Partners’s Strategy Inc MSTR Stock Holding History

Sagespring Wealth Partners’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
-1,738
Closed -$560K – 802
2025
Q3 		$560K Sell
1,738
-244
-12% -$90.5K 0.01% 434
2025
Q2 		$801K Buy
1,982
+870
+78% +$317K 0.02% 330
2025
Q1 		$320K Buy
1,112
+97
+10% +$30.8K 0.01% 494
2024
Q4 		$294K Buy
+1,015
New +$305K 0.01% 481

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's MSTR Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,738 shares — an estimated $560K sold.

Sagespring Wealth Partners first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $801K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,738 Strategy Inc shares in Q4 2025, an estimated $560K.
  • Sagespring Wealth Partners first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Sagespring Wealth Partners's Strategy Inc position peaked at $801K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.