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Spahn Wealth & Retirement’s Strategy Inc MSTR Stock Holding History

Spahn Wealth & Retirement’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
-19,223
Closed -$8.47M – 40
2025
Q3 		$8.47M Sell
19,223
-766
-4% -$284K 5.02% 4
2025
Q2 		$6.41M Buy
+19,989
New +$7.28M 4.12% 8

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

Spahn Wealth & Retirement's MSTR Position: Q4 2025 in Review

Spahn Wealth & Retirement sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 19,223 shares — an estimated $8.47M sold.

Spahn Wealth & Retirement first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $8.47M in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Spahn Wealth & Retirement reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 19,223 Strategy Inc shares in Q4 2025, an estimated $8.47M.
  • Spahn Wealth & Retirement first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • Spahn Wealth & Retirement's Strategy Inc position peaked at $8.47M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Spahn Wealth & Retirement's 13F filing for Q4 2025, filed 13 Feb 2026.