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WealthPlan Investment Management’s Strategy Inc MSTR Stock Holding History

WealthPlan Investment 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
-858
Closed -$276K – 385
2025
Q3 		$276K Buy
858
+173
+25% +$64.2K 0.02% 282
2025
Q2 		$277K Buy
+685
New +$250K 0.02% 299

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPlan Investment Management's MSTR Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 858 shares — an estimated $276K sold.

WealthPlan Investment Management first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $277K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • WealthPlan Investment Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 858 Strategy Inc shares in Q4 2025, an estimated $276K.
  • WealthPlan Investment Management first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's Strategy Inc position peaked at $277K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

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