Capstone Investment Advisors
MSTR icon

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
Q1 		$599K Sell
4,800
-2,500
-34% -$357K ﹤0.01% 1067
2025
Q4 		$1.11M Sell
7,300
-9,000
-55% -$2.07M ﹤0.01% 830
2025
Q3 		$5.25M Buy
+16,300
New +$6.05M 0.01% 456

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 Investment Advisors's MSTR Position: Q1 2026 in Review

Capstone Investment Advisors increased its Strategy Inc (MSTR) stake by 19% in Q1 2026, buying an estimated $1.46M and bringing the position to 63,394 shares worth $7.91M. The position accounts for 0.01% of the portfolio, ranked #337.

Capstone Investment Advisors first reported a position in MSTR in Q3 2017 and has held it in 11 quarters since. The position peaked at $8.08M in Q4 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Capstone Investment Advisors held 63,394 shares of Strategy Inc worth $7.91M as of Q1 2026.
  • Capstone Investment Advisors bought 10,186 Strategy Inc shares in Q1 2026, an estimated $1.46M.
  • Strategy Inc made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #337 holding.
  • Capstone Investment Advisors first reported a position in Strategy Inc in Q3 2017 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Strategy Inc position peaked at $8.08M in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

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