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Westwood Holdings Group’s Strategy Inc MSTR Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-749
Closed -$303K – 506
2025
Q2 		$303K Buy
+749
New +$273K ﹤0.01% 445
2021
Q3 		– Sell
-3,340
Closed -$222K – 463
2021
Q2 		$222K Buy
+3,340
New +$198K ﹤0.01% 426

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westwood Holdings Group's MSTR Position: Q3 2025 in Review

Westwood Holdings Group sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 749 shares — an estimated $303K sold.

Westwood Holdings Group first reported a position in MSTR in Q2 2021 and held it in 2 quarters. The position peaked at $303K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Westwood Holdings Group reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 749 Strategy Inc shares in Q3 2025, an estimated $303K.
  • Westwood Holdings Group first reported a position in Strategy Inc in Q2 2021 and held it in 2 quarters.
  • Westwood Holdings Group's Strategy Inc position peaked at $303K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.