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AXS Investments’s Strategy Inc MSTR Stock Holding History

AXS Investments’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 		$359K Buy
4,125
+710
+21% +$103K 0.1% 97
2026
Q1 		$426K Sell
3,415
-460
-12% -$65.8K 0.17% 95
2025
Q4 		$589K Buy
3,875
+462
+14% +$106K 0.2% 94
2025
Q3 		$1.1M Buy
3,413
+137
+4% +$50.8K 0.35% 73
2025
Q2 		$1.32M Buy
3,276
+1,011
+45% +$368K 0.54% 71
2025
Q1 		$653K Sell
2,265
-124
-5% -$39.4K 0.18% 169
2024
Q4 		$692K Buy
+2,389
New +$719K 0.19% 180
2021
Q2 		– Sell
-5,000
Closed -$339K – 170
2021
Q1 		$339K Buy
+5,000
New +$353K 0.12% 133

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 $3.38T AUM 44.17% 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

AXS Investments's MSTR Position: Q2 2026 in Review

AXS Investments increased its Strategy Inc (MSTR) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 4,125 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #97.

AXS Investments first reported a position in MSTR in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • AXS Investments held 4,125 shares of Strategy Inc worth $359K as of Q2 2026.
  • AXS Investments bought 710 Strategy Inc shares in Q2 2026, an estimated $103K.
  • Strategy Inc made up 0.1% of AXS Investments's portfolio in Q2 2026, its #97 holding.
  • AXS Investments first reported a position in Strategy Inc in Q1 2021 and has held it in 8 quarters since.
  • AXS Investments's Strategy Inc position peaked at $1.32M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.