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Chilton Capital Management’s Strategy Inc MSTR Stock Holding History

Chilton Capital Management’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 		$4.17K Hold
48
– – ﹤0.01% 508
2026
Q1 		$5.99K Hold
48
– – ﹤0.01% 529
2025
Q4 		$7.29K Hold
48
– – ﹤0.01% 488
2025
Q3 		$15.5K Buy
48
+10
+26% +$3.71K ﹤0.01% 454
2025
Q2 		$15.4K Hold
38
– – ﹤0.01% 428
2025
Q1 		$11K Buy
38
+14
+58% +$4.45K ﹤0.01% 450
2024
Q4 		$6.95K Buy
+24
New +$7.22K ﹤0.01% 476
2022
Q1 		– Sell
-160
Closed -$9K – 459
2021
Q4 		$9K Buy
+160
New +$11K ﹤0.01% 512

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

Chilton Capital Management's MSTR Position: Q2 2026 in Review

Chilton Capital Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 48 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Chilton Capital Management first reported a position in MSTR in Q4 2021 and has held it in 8 quarters since. The position peaked at $15.5K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Chilton Capital Management held 48 shares of Strategy Inc worth $4.17K as of Q2 2026.
  • Chilton Capital Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #508 holding.
  • Chilton Capital Management first reported a position in Strategy Inc in Q4 2021 and has held it in 8 quarters since.
  • Chilton Capital Management's Strategy Inc position peaked at $15.5K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.