WI
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WJ Interests’s Strategy Inc MSTR Stock Holding History

WJ Interests’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
-750
Closed -$242K – 22
2025
Q3 		$242K Hold
750
– – 0.1% 25
2025
Q2 		$303K Hold
750
– – 0.13% 19
2025
Q1 		$216K Buy
+750
New +$238K 0.1% 23
2023
Q1 		– Sell
-750
Closed -$10.6K – 45
2022
Q4 		$10.6K Buy
+750
New +$15.3K 0.01% 60

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WJ Interests's MSTR Position: Q4 2025 in Review

WJ Interests sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 750 shares — an estimated $242K sold.

WJ Interests first reported a position in MSTR in Q4 2022 and held it in 4 quarters. The position peaked at $303K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • WJ Interests reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • WJ Interests sold 750 Strategy Inc shares in Q4 2025, an estimated $242K.
  • WJ Interests first reported a position in Strategy Inc in Q4 2022 and held it in 4 quarters.
  • WJ Interests's Strategy Inc position peaked at $303K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on WJ Interests's 13F filing for Q4 2025, filed 26 Jan 2026.