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Tucker Asset Management’s Strategy Inc MSTR Stock Holding History

Tucker 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 		$14.4K Buy
+95
New +$21.9K ﹤0.01% 512
2025
Q1 		– Sell
-83
Closed -$24K – 689
2024
Q4 		$24K Buy
+83
New +$25K ﹤0.01% 520
2024
Q3 		– Sell
-100
Closed -$13.8K – 1601
2024
Q2 		$13.8K Buy
+100
New +$14.4K ﹤0.01% 745

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

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

Tucker Asset Management opened a new position in Strategy Inc (MSTR) in Q4 2025: 95 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in MSTR as recently as Q4 2024.

Tucker Asset Management first reported a position in MSTR in Q2 2024 and has held it in 3 quarters since. The position peaked at $24K in Q4 2024. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Tucker Asset Management held 95 shares of Strategy Inc worth $14.4K as of Q4 2025.
  • Strategy Inc was a new Tucker Asset Management position in Q4 2025.
  • Strategy Inc made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #512 holding.
  • Tucker Asset Management first reported a position in Strategy Inc in Q2 2024 and has held it in 3 quarters since.
  • Tucker Asset Management's Strategy Inc position peaked at $24K in Q4 2024.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.