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Cavalier Investments’s Strategy Inc MSTR Stock Holding History

Cavalier Investments’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 		– Sell
-2,000
Closed -$304K – 125
2025
Q4 		$304K Buy
2,000
+1,895
+1,805% +$436K 0.02% 86
2025
Q3 		$3.38M Buy
+105
New +$39K 0.28% 47

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

Cavalier Investments's MSTR Position: Q2 2026 in Review

Cavalier Investments increased its Strategy Inc (MSTR) stake by 25% in Q2 2026, buying an estimated $948K and bringing the position to 32,697 shares worth $2.84M. The position accounts for 0.12% of the portfolio, ranked #49.

Cavalier Investments first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Cavalier Investments held 32,697 shares of Strategy Inc worth $2.84M as of Q2 2026.
  • Cavalier Investments bought 6,530 Strategy Inc shares in Q2 2026, an estimated $948K.
  • Strategy Inc made up 0.12% of Cavalier Investments's portfolio in Q2 2026, its #49 holding.
  • Cavalier Investments first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • Cavalier Investments's Strategy Inc position peaked at $3.75M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.