SDH
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Sloy Dahl & Holst’s Strategy Inc MSTR Stock Holding History

Sloy Dahl & Holst’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
-22,789
Closed -$7.34M – 119
2025
Q3 		$7.34M Hold
22,789
– – 0.78% 15
2025
Q2 		$9.21M Buy
22,789
+3,923
+21% +$1.43M 1.28% 10
2025
Q1 		$5.44M Buy
18,866
+2,453
+15% +$779K 0.95% 16
2024
Q4 		$4.75M Buy
+16,413
New +$4.94M 0.6% 16

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return