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Aspect Partners’s Strategy Inc MSTR Stock Holding History

Aspect Partners’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
Q1 		– Sell
-33
Closed -$5.01K – 729
2025
Q4 		$5.01K Buy
33
+16
+94% +$3.68K ﹤0.01% 380
2025
Q3 		$5.48K Buy
17
+5
+42% +$1.85K ﹤0.01% 401
2025
Q2 		$4.85K Hold
12
– – ﹤0.01% 375
2025
Q1 		$3.46K Sell
12
-85
-88% -$27K ﹤0.01% 380
2024
Q4 		$28.1K Buy
+97
New +$29.2K 0.02% 172

Other funds holding MSTR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspect Partners's MSTR Position: Q1 2026 in Review

Aspect Partners sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 33 shares — an estimated $5.01K sold.

Aspect Partners first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $28.1K in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Aspect Partners reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Aspect Partners sold 33 Strategy Inc shares in Q1 2026, an estimated $5.01K.
  • Aspect Partners first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Aspect Partners's Strategy Inc position peaked at $28.1K in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Aspect Partners's 13F filing for Q1 2026, filed 2 Apr 2026.