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Richards, Merrill & Peterson’s Strategy Inc MSTR Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-215
Closed -$62K – 369
2025
Q1 		$62K Hold
215
– – 0.03% 233
2024
Q4 		$62.3K Buy
+215
New +$64.7K 0.03% 223

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
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Richards, Merrill & Peterson's MSTR Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 215 shares — an estimated $62K sold.

Richards, Merrill & Peterson first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $62.3K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 215 Strategy Inc shares in Q2 2025, an estimated $62K.
  • Richards, Merrill & Peterson first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Strategy Inc position peaked at $62.3K in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.