Spire Wealth Management’s Strategy Inc MSTR Stock Holding History

Spire 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
2026 Q1	$1.57M	Buy	12,579 +3,417	+37%	+$488K	0.05%	305
2025 Q4	$1.39M	Sell	9,162 -1,876	-17%	-$432K	0.05%	331
2025 Q3	$3.56M	Sell	11,038 -767	-6%	-$285K	0.12%	142
2025 Q2	$4.77M	Buy	11,805 +672	+6%	+$245K	0.17%	115
2025 Q1	$3.21M	Sell	11,133 -2,051	-16%	-$651K	0.1%	178
2024 Q4	$3.82M	Sell	13,184 -2,946	-18%	-$886K	0.12%	153
2024 Q3	$2.72M	Buy	16,130 +490	+3%	+$70.1K	0.09%	183
2024 Q2	$2.15M	Sell	15,640 -1,440	-8%	-$207K	0.08%	221
2024 Q1	$2.91M	Sell	17,080 -11,290	-40%	-$1.03M	0.05%	201
2023 Q4	$1.36M	Buy	28,370 +1,420	+5%	+$67.3K	0.05%	292
2023 Q3	$885K	Buy	26,950 +1,330	+5%	+$50.1K	0.03%	359
2023 Q2	$877K	Buy	25,620 +12,340	+93%	+$374K	0.03%	371
2023 Q1	$388K	Buy	13,280 +11,520	+655%	+$281K	0.02%	549
2022 Q4	$25K	Buy	1,760 +1,690	+2,414%	+$34.5K	﹤0.01%	1281
2022 Q3	$1K	Sell	70 -190	-73%	-$4.76K	﹤0.01%	2102
2022 Q2	$4K	Buy	260 +180	+225%	+$5.21K	﹤0.01%	2202
2022 Q1	$4K	Sell	80 -500	-86%	-$21.6K	﹤0.01%	2292
2021 Q4	$32K	Buy	580 +510	+729%	+$35.1K	﹤0.01%	1920
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	2348
2021 Q2	$5K	Sell	70 -640	-90%	-$37.9K	﹤0.01%	2316
2021 Q1	$45K	Buy	+710	New	+$50.2K	﹤0.01%	1776

Other funds holding MSTR

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return