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Willis Johnson & Associates’s Strategy Inc MSTR Stock Holding History

Willis Johnson & Associates’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
-1,192
Closed -$482K – 197
2025
Q2 		$482K Sell
1,192
-112
-9% -$40.8K 0.03% 100
2025
Q1 		$376K Buy
+1,304
New +$414K 0.03% 106
2024
Q2 		– Sell
-1,180
Closed -$201K – 164
2024
Q1 		$201K Buy
+1,180
New +$108K 0.02% 151

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

Willis Johnson & Associates's MSTR Position: Q3 2025 in Review

Willis Johnson & Associates sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,192 shares — an estimated $482K sold.

Willis Johnson & Associates first reported a position in MSTR in Q1 2024 and held it in 3 quarters. The position peaked at $482K in Q2 2025. 1,088 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Willis Johnson & Associates reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,192 Strategy Inc shares in Q3 2025, an estimated $482K.
  • Willis Johnson & Associates first reported a position in Strategy Inc in Q1 2024 and held it in 3 quarters.
  • Willis Johnson & Associates's Strategy Inc position peaked at $482K in Q2 2025.
  • 1,088 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Willis Johnson & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.