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Mesirow Financial Investment Management’s Strategy Inc MSTR Stock Holding History

Mesirow Financial Investment Management’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
Q4 		– Sell
-2,073
Closed -$668K – 534
2025
Q3 		$668K Buy
2,073
+73
+4% +$27.1K 0.01% 325
2025
Q2 		$808K Sell
2,000
-115
-5% -$41.9K 0.02% 284
2025
Q1 		$610K Buy
2,115
+65
+3% +$20.6K 0.01% 324
2024
Q4 		$594K Buy
2,050
+50
+3% +$15K 0.01% 329
2024
Q3 		$337K Hold
2,000
– – 0.01% 427
2024
Q2 		$275K Hold
2,000
– – 0.01% 419
2024
Q1 		$341K Buy
+2,000
New +$182K 0.01% 412

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mesirow Financial Investment Management's MSTR Position: Q4 2025 in Review

Mesirow Financial Investment Management sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 2,073 shares — an estimated $668K sold.

Mesirow Financial Investment Management first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $808K in Q2 2025. 979 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Mesirow Financial Investment Management reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 2,073 Strategy Inc shares in Q4 2025, an estimated $668K.
  • Mesirow Financial Investment Management first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
  • Mesirow Financial Investment Management's Strategy Inc position peaked at $808K in Q2 2025.
  • 979 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.