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CVA Family Office’s Strategy Inc MSTR Stock Holding History

CVA Family Office’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 		$10.3K Sell
118
-96
-45% -$13.9K ﹤0.01% 1010
2026
Q1 		$26.7K Buy
214
+56
+35% +$8.01K ﹤0.01% 730
2025
Q4 		$24K Sell
158
-40
-20% -$9.21K ﹤0.01% 663
2025
Q3 		$63.8K Sell
198
-21
-10% -$7.79K 0.01% 508
2025
Q2 		$88.5K Buy
219
+13
+6% +$4.74K 0.01% 425
2025
Q1 		$59.4K Sell
206
-59
-22% -$18.7K 0.01% 489
2024
Q4 		$66.3K Buy
265
+135
+104% +$40.6K 0.01% 462
2024
Q3 		$21.9K Buy
130
+20
+18% +$2.86K ﹤0.01% 642
2024
Q2 		$15.2K Hold
110
– – ﹤0.01% 682
2024
Q1 		$18.8K Hold
110
– – ﹤0.01% 652
2023
Q4 		$6.95K Buy
+110
New +$5.21K ﹤0.01% 775
2023
Q3 		– Sell
-110
Closed -$3.77K – 683
2023
Q2 		$3.77K Buy
+110
New +$3.33K ﹤0.01% 834

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

CVA Family Office's MSTR Position: Q2 2026 in Review

CVA Family Office reduced its Strategy Inc (MSTR) stake by 45% in Q2 2026, selling an estimated $13.9K and leaving 118 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

CVA Family Office first reported a position in MSTR in Q2 2023 and has held it in 12 quarters since. The position peaked at $88.5K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • CVA Family Office held 118 shares of Strategy Inc worth $10.3K as of Q2 2026.
  • CVA Family Office sold 96 Strategy Inc shares in Q2 2026, an estimated $13.9K.
  • Strategy Inc made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1010 holding.
  • CVA Family Office first reported a position in Strategy Inc in Q2 2023 and has held it in 12 quarters since.
  • CVA Family Office's Strategy Inc position peaked at $88.5K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.