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J. Goldman & Co’s Strategy Inc MSTR Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-1,716
Closed -$694K – 555
2025
Q2 		$694K Buy
+1,716
New +$625K 0.02% 364
2016
Q3 		– Sell
-162,000
Closed -$2.83M – 361
2016
Q2 		$2.83M Buy
+162,000
New +$2.98M 0.15% 151
2015
Q4 		– Sell
-103,830
Closed -$2.04M – 278
2015
Q3 		$2.04M Sell
103,830
-68,680
-40% -$1.36M 0.17% 143
2015
Q2 		$2.93M Buy
172,510
+47,510
+38% +$836K 0.18% 134
2015
Q1 		$2.12M Buy
125,000
+50,000
+67% +$844K 0.13% 182
2014
Q4 		$1.22M Sell
75,000
-276,930
-79% -$4.38M 0.14% 139
2014
Q3 		$4.61M Sell
351,930
-343,570
-49% -$4.78M 0.28% 109
2014
Q2 		$9.78M Sell
695,500
-32,830
-5% -$419K 0.72% 35
2014
Q1 		$8.4M Buy
728,330
+628,330
+628% +$7.85M 0.62% 40
2013
Q4 		$1.24M Sell
100,000
-1,006,840
-91% -$11.9M 0.16% 145
2013
Q3 		$11.5M Sell
1,106,840
-593,160
-35% -$5.78M 1.08% 14
2013
Q2 		$14.8M Buy
+1,700,000
New +$15.9M 1.51% 9

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

J. Goldman & Co's MSTR Position: Q3 2025 in Review

J. Goldman & Co sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 1,716 shares — an estimated $694K sold.

J. Goldman & Co first reported a position in MSTR in Q2 2013 and held it in 12 quarters. The position peaked at $14.8M in Q2 2013. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • J. Goldman & Co reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • J. Goldman & Co sold 1,716 Strategy Inc shares in Q3 2025, an estimated $694K.
  • J. Goldman & Co first reported a position in Strategy Inc in Q2 2013 and held it in 12 quarters.
  • J. Goldman & Co's Strategy Inc position peaked at $14.8M in Q2 2013.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on J. Goldman & Co's 13F filing for Q3 2025, filed 14 Nov 2025.