Capstone Financial Advisors’s Strategy Inc MSTR Stock Holding History

Capstone Financial Advisors’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	$531K	Sell	6,107 -7,117	-54%	-$1.03M	0.03%	103
2026 Q1	$1.65M	Hold	13,224	–	–	0.09%	50
2025 Q4	$2.01M	Sell	13,224 -474	-3%	-$109K	0.11%	47
2025 Q3	$4.41M	Buy	13,698 +923	+7%	+$342K	0.24%	33
2025 Q2	$5.16M	Buy	12,775 +4,702	+58%	+$1.71M	0.3%	31
2025 Q1	$2.33M	Buy	8,073 +1,357	+20%	+$431K	0.15%	39
2024 Q4	$1.95M	Buy	6,716 +861	+15%	+$259K	0.12%	40
2024 Q3	$987K	Buy	5,855 +455	+8%	+$65K	0.06%	60
2024 Q2	$744K	Buy	+5,400	New	+$778K	0.05%	68

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Financial Advisors's MSTR Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Strategy Inc (MSTR) stake by 54% in Q2 2026, selling an estimated $1.03M and leaving 6,107 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #103.

Capstone Financial Advisors first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.16M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Capstone Financial Advisors held 6,107 shares of Strategy Inc worth $531K as of Q2 2026.
Capstone Financial Advisors sold 7,117 Strategy Inc shares in Q2 2026, an estimated $1.03M.
Strategy Inc made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #103 holding.
Capstone Financial Advisors first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Capstone Financial Advisors's Strategy Inc position peaked at $5.16M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.