CFA
MSTR icon

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
Q1 		– Hold
0
– – – 126
2025
Q4 		– Sell
-3,000
Closed -$691K – 101
2025
Q3 		$967K Buy
+3,000
New +$1.11M 0.05% 64
2025
Q2 		– Hold
0
– – – 47
2025
Q1 		– Hold
0
– – – 38
2024
Q4 		– Hold
0
– – – 68

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

Capstone Financial Advisors's MSTR Position: Q1 2026 in Review

Capstone Financial Advisors held its Strategy Inc (MSTR) position steady in Q1 2026 at 13,224 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #50.

Capstone Financial Advisors first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.16M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Capstone Financial Advisors held 13,224 shares of Strategy Inc worth $1.65M as of Q1 2026.
  • Capstone Financial Advisors left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up 0.09% of Capstone Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • Capstone Financial Advisors first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
  • Capstone Financial Advisors's Strategy Inc position peaked at $5.16M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.