Capstone Investment Advisors
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Capstone Investment Advisors’s Strategy Inc MSTR Stock Holding History

Capstone Investment 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 		$113M Buy
1,298,361
+1,234,967
+1,948% +$179M 0.21% 64
2026
Q1 		$7.91M Buy
63,394
+10,186
+19% +$1.46M 0.01% 337
2025
Q4 		$8.08M Buy
53,208
+39,848
+298% +$9.17M 0.02% 297
2025
Q3 		$4.3M Buy
13,360
+10,872
+437% +$4.03M 0.01% 511
2025
Q2 		$1.01M Buy
+2,488
New +$906K ﹤0.01% 854
2025
Q1 		– Sell
-12,590
Closed -$4M – 1711
2024
Q4 		$3.65M Sell
12,590
-8,380
-40% -$2.52M 0.01% 647
2024
Q3 		$3.54M Buy
20,970
+20,630
+6,068% +$2.95M 0.01% 565
2024
Q2 		$46.8K Buy
+340
New +$49K ﹤0.01% 1959
2024
Q1 		– Sell
-4,900
Closed -$447K – 2470
2023
Q4 		$309K Buy
4,900
+990
+25% +$46.9K ﹤0.01% 1578
2023
Q3 		$128K Buy
+3,910
New +$147K ﹤0.01% 1912
2018
Q1 		– Sell
-16,810
Closed -$220K – 479
2017
Q4 		$220K Sell
16,810
-2,750
-14% -$36.9K 0.01% 424
2017
Q3 		$249K Buy
+19,560
New +$284K 0.01% 429

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

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

Capstone Investment Advisors increased its Strategy Inc (MSTR) stake by 1,948% in Q2 2026, buying an estimated $179M and bringing the position to 1,298,361 shares worth $113M. The position accounts for 0.21% of the portfolio, ranked #64.

Capstone Investment Advisors first reported a position in MSTR in Q3 2017 and has held it in 12 quarters since. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Capstone Investment Advisors held 1,298,361 shares of Strategy Inc worth $113M as of Q2 2026.
  • Capstone Investment Advisors bought 1,234,967 Strategy Inc shares in Q2 2026, an estimated $179M.
  • Strategy Inc made up 0.21% of Capstone Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Capstone Investment Advisors first reported a position in Strategy Inc in Q3 2017 and has held it in 12 quarters since.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.