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Atomi Financial Group’s Strategy Inc MSTR Stock Holding History

Atomi Financial Group’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
-1,561
Closed -$237K – 1279
2025
Q4 		$237K Sell
1,561
-357
-19% -$82.2K 0.01% 1058
2025
Q3 		$618K Sell
1,918
-332
-15% -$123K 0.02% 562
2025
Q2 		$910K Buy
2,250
+859
+62% +$313K 0.03% 369
2025
Q1 		$401K Buy
1,391
+326
+31% +$104K 0.02% 630
2024
Q4 		$308K Buy
+1,065
New +$320K 0.02% 706

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

Atomi Financial Group's MSTR Position: Q1 2026 in Review

Atomi Financial Group sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,561 shares — an estimated $237K sold.

Atomi Financial Group first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $910K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Atomi Financial Group reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,561 Strategy Inc shares in Q1 2026, an estimated $237K.
  • Atomi Financial Group first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Atomi Financial Group's Strategy Inc position peaked at $910K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.