DI
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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
Q2 		$776K Sell
8,930
-6,507
-42% -$945K 0.39% 62
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 $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

Disciplined Investors's MSTR Position: Q2 2026 in Review

Disciplined Investors reduced its Strategy Inc (MSTR) stake by 42% in Q2 2026, selling an estimated $945K and leaving 8,930 shares worth $776K. The position accounts for 0.39% of the portfolio, ranked #62.

Disciplined Investors first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Disciplined Investors held 8,930 shares of Strategy Inc worth $776K as of Q2 2026.
  • Disciplined Investors sold 6,507 Strategy Inc shares in Q2 2026, an estimated $945K.
  • Strategy Inc made up 0.39% of Disciplined Investors's portfolio in Q2 2026, its #62 holding.
  • Disciplined Investors first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Disciplined Investors's Strategy Inc position peaked at $1.93M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.