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Minot DeBlois Advisors’s Strategy Inc MSTR Stock Holding History

Minot DeBlois Advisors’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
-25
Closed -$8.05K – 232
2025
Q3 		$8.05K Hold
25
– – 0.01% 156
2025
Q2 		$10.1K Hold
25
– – 0.01% 155
2025
Q1 		$7.21K Hold
25
– – 0.01% 171
2024
Q4 		$7.24K Buy
+25
New +$7.52K 0.01% 218

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Minot DeBlois Advisors's MSTR Position: Q4 2025 in Review

Minot DeBlois Advisors sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 25 shares — an estimated $8.05K sold.

Minot DeBlois Advisors first reported a position in MSTR in Q4 2024 and held it in 4 quarters. The position peaked at $10.1K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Minot DeBlois Advisors reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Minot DeBlois Advisors sold 25 Strategy Inc shares in Q4 2025, an estimated $8.05K.
  • Minot DeBlois Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 4 quarters.
  • Minot DeBlois Advisors's Strategy Inc position peaked at $10.1K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Minot DeBlois Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.