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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
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

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

Grove Bank & Trust's MSTR Position: Q2 2026 in Review

Grove Bank & Trust opened a new position in Strategy Inc (MSTR) in Q2 2026: 1 share worth $87. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in MSTR as recently as Q4 2025.

Grove Bank & Trust first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $85.3K in Q2 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Grove Bank & Trust held 1 share of Strategy Inc worth $87 as of Q2 2026.
  • Strategy Inc was a new Grove Bank & Trust position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #878 holding.
  • Grove Bank & Trust first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • Grove Bank & Trust's Strategy Inc position peaked at $85.3K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.