Grimes & Company’s Strategy Inc MSTR Stock Holding History

Grimes & Company’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	-2,082	Closed	-$671K	–	478
2025 Q3	$671K	Buy	2,082 +1,505	+261%	+$558K	0.02%	274
2025 Q2	$233K	Buy	+577	New	+$210K	0.01%	380

Other funds holding MSTR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grimes & Company's MSTR Position: Q4 2025 in Review

Grimes & Company sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 2,082 shares — an estimated $671K sold.

Grimes & Company first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $671K in Q3 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

Grimes & Company reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
Grimes & Company sold 2,082 Strategy Inc shares in Q4 2025, an estimated $671K.
Grimes & Company first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
Grimes & Company's Strategy Inc position peaked at $671K in Q3 2025.
978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Grimes & Company's 13F filing for Q4 2025, filed 3 Feb 2026.