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Sloy Dahl & Holst’s Strategy Inc MSTR Stock Holding History

Sloy Dahl & Holst’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
-22,789
Closed -$7.34M – 119
2025
Q3 		$7.34M Hold
22,789
– – 0.78% 15
2025
Q2 		$9.21M Buy
22,789
+3,923
+21% +$1.43M 1.28% 10
2025
Q1 		$5.44M Buy
18,866
+2,453
+15% +$779K 0.95% 16
2024
Q4 		$4.75M Buy
+16,413
New +$4.94M 0.6% 16

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 $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sloy Dahl & Holst's MSTR Position: Q4 2025 in Review

Sloy Dahl & Holst sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 22,789 shares — an estimated $7.34M sold.

Sloy Dahl & Holst first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $9.21M in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Sloy Dahl & Holst reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Sloy Dahl & Holst sold 22,789 Strategy Inc shares in Q4 2025, an estimated $7.34M.
  • Sloy Dahl & Holst first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Sloy Dahl & Holst's Strategy Inc position peaked at $9.21M in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Sloy Dahl & Holst's 13F filing for Q4 2025, filed 4 Feb 2026.