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Westmount Partners’s Strategy Inc MSTR Stock Holding History

Westmount 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
-1,470
Closed -$497K – 251
2025
Q3 		$497K Buy
1,470
+891
+154% +$331K 0.13% 134
2025
Q2 		$234K Sell
579
-2,045
-78% -$745K 0.06% 227
2025
Q1 		$756K Buy
2,624
+458
+21% +$145K 0.23% 90
2024
Q4 		$627K Sell
2,166
-354
-14% -$107K 0.19% 98
2024
Q3 		$425K Hold
2,520
– – 0.13% 133
2024
Q2 		$344K Sell
2,520
-120
-5% -$17.3K 0.11% 142
2024
Q1 		$450K Buy
+2,640
New +$241K 0.16% 122

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 $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

Westmount Partners's MSTR Position: Q4 2025 in Review

Westmount Partners sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 1,470 shares — an estimated $497K sold.

Westmount Partners first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $756K in Q1 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Westmount Partners reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Westmount Partners sold 1,470 Strategy Inc shares in Q4 2025, an estimated $497K.
  • Westmount Partners first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
  • Westmount Partners's Strategy Inc position peaked at $756K in Q1 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Westmount Partners's 13F filing for Q4 2025, filed 15 Jan 2026.