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Triad Wealth Partners’s Strategy Inc MSTR Stock Holding History

Triad Wealth Partners’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
-881
Closed -$284K – 475
2025
Q3 		$284K Buy
+881
New +$327K 0.04% 303
2024
Q3 		– Sell
-20
Closed -$2.75K – 586
2024
Q2 		$2.75K Buy
+20
New +$2.88K ﹤0.01% 703

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

Triad Wealth Partners's MSTR Position: Q4 2025 in Review

Triad Wealth Partners sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 881 shares — an estimated $284K sold.

Triad Wealth Partners first reported a position in MSTR in Q2 2024 and held it in 2 quarters. The position peaked at $284K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Triad Wealth Partners reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 881 Strategy Inc shares in Q4 2025, an estimated $284K.
  • Triad Wealth Partners first reported a position in Strategy Inc in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's Strategy Inc position peaked at $284K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.