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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
Q2 		$207K Buy
2,385
+50
+2% +$7.26K 0.05% 347
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 $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

Diligent Investors's MSTR Position: Q2 2026 in Review

Diligent Investors increased its Strategy Inc (MSTR) stake by 2.1% in Q2 2026, buying an estimated $7.26K and bringing the position to 2,385 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #347.

Diligent Investors first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Diligent Investors held 2,385 shares of Strategy Inc worth $207K as of Q2 2026.
  • Diligent Investors bought 50 Strategy Inc shares in Q2 2026, an estimated $7.26K.
  • Strategy Inc made up 0.05% of Diligent Investors's portfolio in Q2 2026, its #347 holding.
  • Diligent Investors first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Diligent Investors's Strategy Inc position peaked at $1.16M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.