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D.J. St. Germain’s Strategy Inc MSTR Stock Holding History

D.J. St. Germain’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 		$32.5K Hold
374
– – ﹤0.01% 531
2026
Q1 		$46.7K Buy
374
+197
+111% +$28.2K ﹤0.01% 463
2025
Q4 		$26.9K Hold
177
– – ﹤0.01% 544
2025
Q3 		$57K Hold
177
– – ﹤0.01% 458
2025
Q2 		$71.5K Hold
177
– – ﹤0.01% 422
2025
Q1 		$51K Hold
177
– – ﹤0.01% 399
2024
Q4 		$51.3K Buy
177
+7
+4% +$2.11K ﹤0.01% 421
2024
Q3 		$28.7K Hold
170
– – ﹤0.01% 435
2024
Q2 		$23.4K Hold
170
– – ﹤0.01% 457
2024
Q1 		$29K Buy
+170
New +$15.5K ﹤0.01% 441

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

D.J. St. Germain's MSTR Position: Q2 2026 in Review

D.J. St. Germain held its Strategy Inc (MSTR) position steady in Q2 2026 at 374 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

D.J. St. Germain first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $71.5K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • D.J. St. Germain held 374 shares of Strategy Inc worth $32.5K as of Q2 2026.
  • D.J. St. Germain left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #531 holding.
  • D.J. St. Germain first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • D.J. St. Germain's Strategy Inc position peaked at $71.5K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.