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Washington Trust’s Strategy Inc MSTR Stock Holding History

Washington Trust’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
-7
Closed -$2.02K – 541
2025
Q1 		$2.02K Buy
+7
New +$2.22K ﹤0.01% 722
2022
Q4 		– Sell
-1,440
Closed -$31K – 979
2022
Q3 		$31K Hold
1,440
– – ﹤0.01% 467
2022
Q2 		$24K Hold
1,440
– – ﹤0.01% 527
2022
Q1 		$70K Hold
1,440
– – ﹤0.01% 377
2021
Q4 		$78K Hold
1,440
– – ﹤0.01% 370
2021
Q3 		$83K Buy
+1,440
New +$92.3K ﹤0.01% 432

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Washington Trust's MSTR Position: Q2 2025 in Review

Washington Trust sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 7 shares — an estimated $2.02K sold.

Washington Trust first reported a position in MSTR in Q3 2021 and held it in 6 quarters. The position peaked at $83K in Q3 2021. 1,160 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Washington Trust reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 7 Strategy Inc shares in Q2 2025, an estimated $2.02K.
  • Washington Trust first reported a position in Strategy Inc in Q3 2021 and held it in 6 quarters.
  • Washington Trust's Strategy Inc position peaked at $83K in Q3 2021.
  • 1,160 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.