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West Family Investments’s Strategy Inc MSTR Stock Holding History

West Family Investments’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
-1,162
Closed -$374K – 380
2025
Q3 		$374K Buy
1,162
+188
+19% +$69.8K 0.08% 239
2025
Q2 		$394K Buy
+974
New +$355K 0.1% 211

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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 $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Family Investments's MSTR Position: Q4 2025 in Review

West Family Investments sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,162 shares — an estimated $374K sold.

West Family Investments first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $394K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • West Family Investments reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • West Family Investments sold 1,162 Strategy Inc shares in Q4 2025, an estimated $374K.
  • West Family Investments first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • West Family Investments's Strategy Inc position peaked at $394K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.