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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
Q2 		– Sell
-1,999
Closed -$249K – 638
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frank Rimerman Advisors's MSTR Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,999 shares — an estimated $249K sold.

Frank Rimerman Advisors first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $960K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Frank Rimerman Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 1,999 Strategy Inc shares in Q2 2026, an estimated $249K.
  • Frank Rimerman Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Frank Rimerman Advisors's Strategy Inc position peaked at $960K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.