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Wealth Management Partners’s Strategy Inc MSTR Stock Holding History

Wealth Management 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
-1,340
Closed -$432K – 149
2025
Q3 		$432K Sell
1,340
-765
-36% -$284K 0.14% 101
2025
Q2 		$833K Sell
2,105
-835
-28% -$304K 0.29% 69
2025
Q1 		$848K Sell
2,940
-630
-18% -$200K 0.39% 57
2024
Q4 		$1.03M Sell
3,570
-720
-17% -$217K 0.45% 54
2024
Q3 		$723K Hold
4,290
– – 0.34% 62
2024
Q2 		$591K Sell
4,290
-190
-4% -$27.4K 0.29% 60
2024
Q1 		$764K Buy
+4,480
New +$408K 0.39% 55

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

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

Wealth Management Partners sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,340 shares — an estimated $432K sold.

Wealth Management Partners first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $1.03M in Q4 2024. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Wealth Management Partners reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Partners sold 1,340 Strategy Inc shares in Q4 2025, an estimated $432K.
  • Wealth Management Partners first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
  • Wealth Management Partners's Strategy Inc position peaked at $1.03M in Q4 2024.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

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