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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 		– Hold
0
– -$374K – 202
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 $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

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.