Strategy Inc $MSTR Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC decreased its position in Strategy Inc (NASDAQ:MSTR) by 34.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,509 shares of the software maker’s stock after selling 21,415 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Strategy were worth $6,379,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MSTR. Vanguard Group Inc. increased its holdings in shares of Strategy by 7.3% in the 3rd quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock valued at $6,406,912,000 after purchasing an additional 1,344,519 shares in the last quarter. Capital International Investors increased its stake in shares of Strategy by 2.6% during the 3rd quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after purchasing an additional 383,207 shares in the last quarter. State Street Corp increased its position in Strategy by 9.2% during the third quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock worth $1,929,731,000 after buying an additional 504,479 shares in the last quarter. Capital Research Global Investors raised its stake in Strategy by 33.6% in the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after purchasing an additional 1,057,804 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Strategy in the second quarter valued at approximately $1,203,062,000. Institutional investors and hedge funds own 59.84% of the company’s stock.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: STRC preferred shares have strong retail demand, providing an on‑ramp that has already funded material Bitcoin purchases — this financing pathway supports Strategy’s stated plan to keep growing its BTC treasury. Cointelegraph: 80% of STRC buyers are retail
• Positive Sentiment: Management has authorized very large equity/preferred programs explicitly to fund continued Bitcoin buys — if BTC rallies, the aggressive accumulation strategy can produce meaningful upside for MSTR holders. Yahoo Finance: Massive capital raise to turbocharge Bitcoin buying
• Neutral Sentiment: Strategy continues to add to its Bitcoin treasury (company holdings and realized price metrics are frequently cited), keeping the company’s valuation highly tied to BTC price moves and the mix of funding (common vs. preferred vs. debt). Zacks: Strategy expands bitcoin holdings
• Negative Sentiment: Insider common‑stock sales by senior officers have heightened selling pressure and investor concern about timing and dilution (CEO, CFO and other officers disclosed recent sales). AmericanBankingNews: Andrew Kang sells MSTR shares
• Negative Sentiment: Director and other leadership offloads reported in the press are adding to negative sentiment and headlines that can accelerate near‑term declines. Coingape: Director offloads shares
• Negative Sentiment: Analyst pressure: some price targets were trimmed this week, and coverage is emphasizing dilution and concentrated BTC risk — that can mechanically reduce demand from institutional/benchmark buyers. MSN: price target decrease
• Negative Sentiment: Bitcoin weakness is an immediate drag: crypto‑linked equities like MSTR gap lower when BTC falls (recent two‑day BTC weakness is cited as a primary intraday driver). Schaeffers: Crypto stocks gap lower as Bitcoin extends meltdown

Insider Buying and Selling

In other news, CFO Andrew Kang sold 2,373 shares of the stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $328,257.09. Following the completion of the sale, the chief financial officer owned 26,772 shares in the company, valued at $3,703,370.76. This represents a 8.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Carl J. Rickertsen bought 5,000 shares of the stock in a transaction on Monday, January 12th. The shares were acquired at an average cost of $155.88 per share, for a total transaction of $779,400.00. Following the purchase, the director owned 5,000 shares in the company, valued at approximately $779,400. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have purchased 8,521 shares of company stock valued at $1,130,026 and have sold 9,352 shares valued at $1,290,195. Corporate insiders own 8.46% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on MSTR shares. BTIG Research reiterated a “buy” rating on shares of Strategy in a research report on Friday, March 6th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a report on Monday, December 29th. Mizuho set a $320.00 price objective on shares of Strategy and gave the company an “outperform” rating in a research report on Tuesday, February 17th. B. Riley Financial assumed coverage on Strategy in a research report on Tuesday, March 10th. They set a “buy” rating on the stock. Finally, Truist Financial set a $268.00 price target on shares of Strategy in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Strategy has a consensus rating of “Moderate Buy” and a consensus price target of $368.21.

Strategy Trading Down 5.2%

Shares of MSTR stock opened at $126.03 on Friday. The stock has a fifty day moving average of $139.13 and a two-hundred day moving average of $202.24. The firm has a market capitalization of $42.06 billion, a PE ratio of -6.85 and a beta of 3.55. The company has a debt-to-equity ratio of 0.18, a quick ratio of 5.62 and a current ratio of 5.62. Strategy Inc has a 1 year low of $104.17 and a 1 year high of $457.22.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share (EPS) for the quarter, missing the consensus estimate of $46.02 by ($88.95). Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The firm had revenue of $122.99 million for the quarter, compared to analyst estimates of $117.42 million. During the same quarter last year, the business posted ($3.03) earnings per share. The firm’s revenue for the quarter was up 1.9% compared to the same quarter last year.

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.