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Trust Company of Vermont’s Strategy Inc MSTR Stock Holding History

Trust Company of Vermont’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 		$3.8K Buy
25
+10
+67% +$2.3K ﹤0.01% 974
2025
Q3 		$4.83K Hold
15
– – ﹤0.01% 926
2025
Q2 		$6.06K Hold
15
– – ﹤0.01% 893
2025
Q1 		$4.32K Hold
15
– – ﹤0.01% 864
2024
Q4 		$4.34K Hold
15
– – ﹤0.01% 876
2024
Q3 		$2.53K Buy
+15
New +$2.14K ﹤0.01% 939

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

Trust Company of Vermont's MSTR Position: Q4 2025 in Review

Trust Company of Vermont increased its Strategy Inc (MSTR) stake by 67% in Q4 2025, buying an estimated $2.3K and bringing the position to 25 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Trust Company of Vermont first reported a position in MSTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.06K in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Trust Company of Vermont held 25 shares of Strategy Inc worth $3.8K as of Q4 2025.
  • Trust Company of Vermont bought 10 Strategy Inc shares in Q4 2025, an estimated $2.3K.
  • Strategy Inc made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #974 holding.
  • Trust Company of Vermont first reported a position in Strategy Inc in Q3 2024 and has held it in 6 quarters since.
  • Trust Company of Vermont's Strategy Inc position peaked at $6.06K in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.