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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
2026
Q2 		$4.2M Buy
48,300
+7,800
+19% +$1.13M 0.11% 229
2026
Q1 		$5.05M Buy
40,500
+10,500
+35% +$1.5M 0.15% 186
2025
Q4 		$4.56M Buy
+30,000
New +$6.91M 0.12% 211
2025
Q1 		– Sell
-500
Closed -$145K – 570
2024
Q4 		$145K Buy
+500
New +$150K ﹤0.01% 412

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.