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Bruce G. Allen Investments’s Strategy Inc MSTR Stock Holding History

Bruce G. Allen 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 		$2.35K Sell
27
-95
-78% -$13.8K ﹤0.01% 660
2026
Q1 		$15.2K Buy
122
+105
+618% +$15K 0.01% 435
2025
Q4 		$2.58K Sell
17
-2
-11% -$460 ﹤0.01% 658
2025
Q3 		$6.12K Sell
19
-4
-17% -$1.48K ﹤0.01% 529
2025
Q2 		$9.3K Buy
23
+4
+21% +$1.46K 0.01% 490
2025
Q1 		$5.48K Buy
19
+7
+58% +$2.22K ﹤0.01% 554
2024
Q4 		$3.48K Buy
+12
New +$3.61K ﹤0.01% 636

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

Bruce G. Allen Investments's MSTR Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Strategy Inc (MSTR) stake by 78% in Q2 2026, selling an estimated $13.8K and leaving 27 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Bruce G. Allen Investments first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Bruce G. Allen Investments held 27 shares of Strategy Inc worth $2.35K as of Q2 2026.
  • Bruce G. Allen Investments sold 95 Strategy Inc shares in Q2 2026, an estimated $13.8K.
  • Strategy Inc made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #660 holding.
  • Bruce G. Allen Investments first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's Strategy Inc position peaked at $15.2K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.