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Callan Family Office’s Strategy Inc MSTR Stock Holding History

Callan Family Office’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 		$211K Sell
2,424
-293
-11% -$42.5K ﹤0.01% 1128
2026
Q1 		$339K Buy
2,717
+253
+10% +$36.2K 0.01% 884
2025
Q4 		$374K Sell
2,464
-1,390
-36% -$320K 0.01% 866
2025
Q3 		$1.24M Buy
3,854
+38
+1% +$14.1K 0.04% 344
2025
Q2 		$1.54M Buy
3,816
+3,027
+384% +$1.1M 0.05% 305
2025
Q1 		$227K Sell
789
-134
-15% -$42.5K 0.02% 500
2024
Q4 		$267K Buy
+923
New +$278K 0.02% 516

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

Callan Family Office's MSTR Position: Q2 2026 in Review

Callan Family Office reduced its Strategy Inc (MSTR) stake by 11% in Q2 2026, selling an estimated $42.5K and leaving 2,424 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Callan Family Office first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Callan Family Office held 2,424 shares of Strategy Inc worth $211K as of Q2 2026.
  • Callan Family Office sold 293 Strategy Inc shares in Q2 2026, an estimated $42.5K.
  • Strategy Inc made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1128 holding.
  • Callan Family Office first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Strategy Inc position peaked at $1.54M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.