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Clear Harbor Asset Management’s Strategy Inc MSTR Stock Holding History

Clear Harbor Asset 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 		$304K Buy
3,500
+979
+39% +$142K 0.02% 365
2026
Q1 		$315K Buy
+2,521
New +$360K 0.02% 359

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

Clear Harbor Asset Management's MSTR Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Strategy Inc (MSTR) stake by 39% in Q2 2026, buying an estimated $142K and bringing the position to 3,500 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #365.

Clear Harbor Asset Management first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Clear Harbor Asset Management held 3,500 shares of Strategy Inc worth $304K as of Q2 2026.
  • Clear Harbor Asset Management bought 979 Strategy Inc shares in Q2 2026, an estimated $142K.
  • Strategy Inc made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #365 holding.
  • Clear Harbor Asset Management first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Clear Harbor Asset Management's Strategy Inc position peaked at $315K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.