GRP
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Global Retirement Partners’s Strategy Inc MSTR Stock Holding History

Global Retirement Partners’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 		$1.33M Sell
8,745
-6,109
-41% -$1.41M 0.02% 567
2025
Q3 		$4.79M Buy
14,854
+1,221
+9% +$453K 0.11% 174
2025
Q2 		$5.51M Buy
+13,633
New +$4.97M 0.14% 144
2024
Q4 		$4.3M Sell
14,832
-452
-3% -$136K 0.12% 165
2024
Q3 		$2.58M Sell
15,284
-7,656
-33% -$1.09M 0.08% 243
2024
Q2 		$3.16M Buy
22,940
+16,800
+274% +$2.42M 0.1% 196
2024
Q1 		$1.05M Buy
6,140
+2,680
+77% +$244K 0.04% 352
2023
Q4 		$167K Buy
+3,460
New +$164K 0.01% 831
2023
Q3 		– Sell
-220
Closed -$7.53K – 3311
2023
Q2 		$7.53K Hold
220
– – ﹤0.01% 2068
2023
Q1 		$6.69K Sell
220
-50
-19% -$1.22K ﹤0.01% 2071
2022
Q4 		$3.82K Sell
270
-10
-4% -$204 ﹤0.01% 2117
2022
Q3 		$7K Hold
280
– – ﹤0.01% 1819
2022
Q2 		$5K Hold
280
– – ﹤0.01% 1898
2022
Q1 		$5K Buy
+280
New +$12.1K ﹤0.01% 1897

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's MSTR Position: Q4 2025 in Review

Global Retirement Partners reduced its Strategy Inc (MSTR) stake by 41% in Q4 2025, selling an estimated $1.41M and leaving 8,745 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #567.

Global Retirement Partners first reported a position in MSTR in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.51M in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Global Retirement Partners held 8,745 shares of Strategy Inc worth $1.33M as of Q4 2025.
  • Global Retirement Partners sold 6,109 Strategy Inc shares in Q4 2025, an estimated $1.41M.
  • Strategy Inc made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #567 holding.
  • Global Retirement Partners first reported a position in Strategy Inc in Q1 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Strategy Inc position peaked at $5.51M in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.