Family Capital Management’s Strategy Inc MSTR Stock Holding History

Family Capital Management’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	$289K	Sell	3,323 -100	-3%	-$14.5K	0.11%	92
2026 Q1	$427K	Sell	3,423 -90	-3%	-$12.9K	0.19%	70
2025 Q4	$534K	Sell	3,513 -927	-21%	-$213K	0.24%	61
2025 Q3	$1.43M	Sell	4,440 -219	-5%	-$81.3K	0.68%	32
2025 Q2	$1.88M	Sell	4,659 -352	-7%	-$128K	0.99%	22
2025 Q1	$1.44M	Sell	5,011 -1,750	-26%	-$556K	0.89%	25
2024 Q4	$1.96M	Buy	6,761 +100	+2%	+$30.1K	1.18%	21
2024 Q3	$1.12M	Sell	6,661 -9	-0.1%	-$1.29K	0.72%	29
2024 Q2	$919K	Buy	6,670 +1,250	+23%	+$180K	0.63%	32
2024 Q1	$924K	Buy	5,420 +200	+4%	+$18.2K	0.64%	29
2023 Q4	$330K	Buy	+5,220	New	+$247K	0.23%	49

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Family Capital Management's MSTR Position: Q2 2026 in Review

Family Capital Management reduced its Strategy Inc (MSTR) stake by 2.9% in Q2 2026, selling an estimated $14.5K and leaving 3,323 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #92.

Family Capital Management first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Family Capital Management held 3,323 shares of Strategy Inc worth $289K as of Q2 2026.
Family Capital Management sold 100 Strategy Inc shares in Q2 2026, an estimated $14.5K.
Strategy Inc made up 0.11% of Family Capital Management's portfolio in Q2 2026, its #92 holding.
Family Capital Management first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
Family Capital Management's Strategy Inc position peaked at $1.96M in Q4 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.