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 $427B AUM 29.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

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