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Strive Asset Management’s Strategy Inc MSTR Stock Holding History

Strive Asset 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
2025
Q4 		– Sell
-5,723
Closed -$1.84M – 114
2025
Q3 		$1.84M Sell
5,723
-17,426
-75% -$6.47M 1% 21
2025
Q2 		$9.36M Buy
23,149
+27
+0.1% +$9.84K 5.63% 3
2025
Q1 		$6.67M Sell
23,122
-6,035
-21% -$1.92M 4.63% 3
2024
Q4 		$8.44M Buy
+29,157
New +$8.77M 6.33% 2

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Strive Asset Management's MSTR Position: Q4 2025 in Review

Strive Asset Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 5,723 shares — an estimated $1.84M sold.

Strive Asset Management first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $9.36M in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Strive Asset Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Strive Asset Management sold 5,723 Strategy Inc shares in Q4 2025, an estimated $1.84M.
  • Strive Asset Management first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Strive Asset Management's Strategy Inc position peaked at $9.36M in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.