Everett Harris & Co’s Strategy Inc MSTR Stock Holding History

Everett Harris & Co’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	-621	Closed	-$200K	–	340
2025 Q3	$200K	Sell	621 -11	-2%	-$4.08K	﹤0.01%	314
2025 Q2	$255K	Buy	+632	New	+$230K	﹤0.01%	290

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everett Harris & Co's MSTR Position: Q4 2025 in Review

Everett Harris & Co sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 621 shares — an estimated $200K sold.

Everett Harris & Co first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Everett Harris & Co reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Everett Harris & Co sold 621 Strategy Inc shares in Q4 2025, an estimated $200K.
Everett Harris & Co first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
Everett Harris & Co's Strategy Inc position peaked at $255K in Q2 2025.
979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Everett Harris & Co's 13F filing for Q4 2025, filed 11 Feb 2026.