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 		$852K Buy
9,800
+5,000
+104% +$726K ﹤0.01% 1012
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 $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.