AT
MSTR icon

Arlington Trust’s Strategy Inc MSTR Stock Holding History

Arlington 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
2026
Q2 		$8.78K Hold
101
– – ﹤0.01% 488
2026
Q1 		$12.6K Hold
101
– – ﹤0.01% 402
2025
Q4 		$15.3K Sell
101
-40
-28% -$9.21K ﹤0.01% 273
2025
Q3 		$45.4K Sell
141
-8
-5% -$2.97K 0.01% 368
2025
Q2 		$60.2K Buy
149
+69
+86% +$25.1K 0.01% 333
2025
Q1 		$23.1K Hold
80
– – ﹤0.01% 448
2024
Q4 		$23.2K Buy
80
+40
+100% +$12K ﹤0.01% 414
2024
Q3 		$6.74K Hold
40
– – ﹤0.01% 476
2024
Q2 		$5.51K Hold
40
– – ﹤0.01% 479
2024
Q1 		$6.82K Hold
40
– – ﹤0.01% 409
2023
Q4 		$2.53K Buy
+40
New +$1.9K ﹤0.01% 589

Other funds holding MSTR

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arlington Trust's MSTR Position: Q2 2026 in Review

Arlington Trust held its Strategy Inc (MSTR) position steady in Q2 2026 at 101 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Arlington Trust first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.2K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Arlington Trust held 101 shares of Strategy Inc worth $8.78K as of Q2 2026.
  • Arlington Trust left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #488 holding.
  • Arlington Trust first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's Strategy Inc position peaked at $60.2K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.