Webster Bank’s Strategy Inc MSTR Stock Holding History

Webster Bank’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	-460	Closed	-$148K	–	674
2025 Q3	$148K	Sell	460 -60	-12%	-$22.3K	0.01%	238
2025 Q2	$210K	Hold	520	–	–	0.02%	216
2025 Q1	$150K	Hold	520	–	–	0.02%	242
2024 Q4	$151K	Buy	520 +120	+30%	+$36.1K	0.02%	247
2024 Q3	$67.4K	Hold	400	–	–	0.01%	327
2024 Q2	$55.1K	Hold	400	–	–	0.01%	335
2024 Q1	$68.2K	Buy	+400	New	+$36.5K	0.01%	304

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Webster Bank's MSTR Position: Q4 2025 in Review

Webster Bank sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 460 shares — an estimated $148K sold.

Webster Bank first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $210K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Webster Bank reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Webster Bank sold 460 Strategy Inc shares in Q4 2025, an estimated $148K.
Webster Bank first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
Webster Bank's Strategy Inc position peaked at $210K in Q2 2025.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Webster Bank's 13F filing for Q4 2025, filed 23 Jan 2026.