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YHB Investment Advisors’s Strategy Inc MSTR Stock Holding History

YHB Investment Advisors’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
-803
Closed -$259K – 304
2025
Q3 		$259K Buy
803
+15
+2% +$5.57K 0.02% 271
2025
Q2 		$319K Buy
788
+62
+9% +$22.6K 0.02% 247
2025
Q1 		$209K Buy
+726
New +$231K 0.02% 285

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

YHB Investment Advisors's MSTR Position: Q4 2025 in Review

YHB Investment Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 803 shares — an estimated $259K sold.

YHB Investment Advisors first reported a position in MSTR in Q1 2025 and held it in 3 quarters. The position peaked at $319K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • YHB Investment Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 803 Strategy Inc shares in Q4 2025, an estimated $259K.
  • YHB Investment Advisors first reported a position in Strategy Inc in Q1 2025 and held it in 3 quarters.
  • YHB Investment Advisors's Strategy Inc position peaked at $319K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.