DI
MSTR icon

Diligent Investors’s Strategy Inc MSTR Stock Holding History

Diligent Investors’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 		$291K Sell
2,335
-288
-11% -$41.2K 0.07% 273
2025
Q4 		$399K Buy
2,623
+866
+49% +$199K 0.1% 223
2025
Q3 		$566K Sell
1,757
-1,110
-39% -$412K 0.14% 177
2025
Q2 		$1.16M Sell
2,867
-50
-2% -$18.2K 0.27% 105
2025
Q1 		$841K Buy
2,917
+378
+15% +$120K 0.2% 139
2024
Q4 		$735K Buy
+2,539
New +$764K 0.17% 161

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diligent Investors's MSTR Position: Q1 2026 in Review

Diligent Investors reduced its Strategy Inc (MSTR) stake by 11% in Q1 2026, selling an estimated $41.2K and leaving 2,335 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #273.

Diligent Investors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Diligent Investors held 2,335 shares of Strategy Inc worth $291K as of Q1 2026.
  • Diligent Investors sold 288 Strategy Inc shares in Q1 2026, an estimated $41.2K.
  • Strategy Inc made up 0.07% of Diligent Investors's portfolio in Q1 2026, its #273 holding.
  • Diligent Investors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Diligent Investors's Strategy Inc position peaked at $1.16M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.