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Disciplined Investors’s Strategy Inc MSTR Stock Holding History

Disciplined 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 		$1.93M Buy
15,437
+4,507
+41% +$644K 1.15% 25
2025
Q4 		$1.66M Buy
10,930
+6,260
+134% +$1.44M 1.09% 28
2025
Q3 		$1.5M Buy
4,670
+150
+3% +$55.7K 1.07% 29
2025
Q2 		$1.83M Buy
4,520
+1,276
+39% +$465K 1.42% 23
2025
Q1 		$935K Buy
+3,244
New +$1.03M 0.84% 36

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

Disciplined Investors's MSTR Position: Q1 2026 in Review

Disciplined Investors increased its Strategy Inc (MSTR) stake by 41% in Q1 2026, buying an estimated $644K and bringing the position to 15,437 shares worth $1.93M. The position accounts for 1.15% of the portfolio, ranked #25.

Disciplined Investors first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Disciplined Investors held 15,437 shares of Strategy Inc worth $1.93M as of Q1 2026.
  • Disciplined Investors bought 4,507 Strategy Inc shares in Q1 2026, an estimated $644K.
  • Strategy Inc made up 1.15% of Disciplined Investors's portfolio in Q1 2026, its #25 holding.
  • Disciplined Investors first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.