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Tripletail Wealth Management’s Strategy Inc MSTR Stock Holding History

Tripletail 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
2025
Q4 		– Sell
-150
Closed -$53K – 323
2025
Q3 		$53K Buy
+150
New +$55.7K 0.06% 147

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

Tripletail Wealth Management's MSTR Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 150 shares — an estimated $53K sold.

Tripletail Wealth Management first reported a position in MSTR in Q3 2025 and held it in 1 quarter. The position peaked at $53K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 150 Strategy Inc shares in Q4 2025, an estimated $53K.
  • Tripletail Wealth Management first reported a position in Strategy Inc in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Strategy Inc position peaked at $53K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.