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Gilbert & Cook’s Strategy Inc MSTR Stock Holding History

Gilbert & Cook’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
Q1 		– Sell
-2,100
Closed -$608K – 210
2024
Q4 		$608K Buy
2,100
+100
+5% +$30.1K 0.09% 115
2024
Q3 		$337K Hold
2,000
– – 0.05% 169
2024
Q2 		$275K Hold
2,000
– – 0.04% 182
2024
Q1 		$341K Buy
+2,000
New +$182K 0.05% 176

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gilbert & Cook's MSTR Position: Q1 2025 in Review

Gilbert & Cook sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 2,100 shares — an estimated $608K sold.

Gilbert & Cook first reported a position in MSTR in Q1 2024 and held it in 4 quarters. The position peaked at $608K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Gilbert & Cook reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
  • Gilbert & Cook sold 2,100 Strategy Inc shares in Q1 2025, an estimated $608K.
  • Gilbert & Cook first reported a position in Strategy Inc in Q1 2024 and held it in 4 quarters.
  • Gilbert & Cook's Strategy Inc position peaked at $608K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Gilbert & Cook's 13F filing for Q1 2025, filed 6 May 2025.