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Synergy Financial Group’s Strategy Inc MSTR Stock Holding History

Synergy Financial Group’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
-820
Closed -$264K – 117
2025
Q3 		$264K Hold
820
– – 0.18% 100
2025
Q2 		$331K Hold
820
– – 0.24% 76
2025
Q1 		$236K Hold
820
– – 0.21% 97
2024
Q4 		$237K Buy
+820
New +$247K 0.2% 89

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

Synergy Financial Group's MSTR Position: Q4 2025 in Review

Synergy Financial Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 820 shares — an estimated $264K sold.

Synergy Financial Group first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $331K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Synergy Financial Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Synergy Financial Group sold 820 Strategy Inc shares in Q4 2025, an estimated $264K.
  • Synergy Financial Group first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Synergy Financial Group's Strategy Inc position peaked at $331K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Synergy Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.