Grove Bank & Trust’s Strategy Inc MSTR Stock Holding History

Grove Bank & Trust’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 Q3	$8.88K	Buy	58 +57	+5,700%	+$6.59K	﹤0.01%	667
2026 Q2	$87	Buy	+1	New	+$145	﹤0.01%	878
2026 Q1	–	Sell	-6	Closed	-$912	–	879
2025 Q4	$912	Sell	6 -184	-97%	-$42.4K	﹤0.01%	825
2025 Q3	$61.2K	Sell	190 -21	-10%	-$7.79K	0.01%	391
2025 Q2	$85.3K	Buy	211 +131	+164%	+$47.7K	0.01%	356
2025 Q1	$23.1K	Buy	+80	New	+$25.4K	﹤0.01%	502

Other funds holding MSTR

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Grove Bank & Trust's MSTR Position: Q3 2026 in Review

Grove Bank & Trust increased its Strategy Inc (MSTR) stake by 5,700% in Q3 2026, buying an estimated $6.59K and bringing the position to 58 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Grove Bank & Trust first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $85.3K in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Grove Bank & Trust held 58 shares of Strategy Inc worth $8.88K as of Q3 2026.
Grove Bank & Trust bought 57 Strategy Inc shares in Q3 2026, an estimated $6.59K.
Strategy Inc made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #667 holding.
Grove Bank & Trust first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
Grove Bank & Trust's Strategy Inc position peaked at $85.3K in Q2 2025.
34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.