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Frank Rimerman Advisors’s Strategy Inc MSTR Stock Holding History

Frank Rimerman 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
2026
Q1 		$249K Buy
+1,999
New +$286K 0.02% 536
2025
Q4 		– Sell
-1,392
Closed -$449K – 632
2025
Q3 		$449K Sell
1,392
-984
-41% -$365K 0.03% 393
2025
Q2 		$960K Buy
2,376
+1,158
+95% +$422K 0.06% 219
2025
Q1 		$351K Sell
1,218
-59
-5% -$18.7K 0.03% 380
2024
Q4 		$370K Buy
+1,277
New +$384K 0.03% 372

Other funds holding MSTR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frank Rimerman Advisors's MSTR Position: Q1 2026 in Review

Frank Rimerman Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 1,999 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in MSTR as recently as Q3 2025.

Frank Rimerman Advisors first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $960K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Frank Rimerman Advisors held 1,999 shares of Strategy Inc worth $249K as of Q1 2026.
  • Strategy Inc was a new Frank Rimerman Advisors position in Q1 2026.
  • Strategy Inc made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #536 holding.
  • Frank Rimerman Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • Frank Rimerman Advisors's Strategy Inc position peaked at $960K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.