Fidelity Investments’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.2M Sell
439,718
-535,937
-55% -$77.8M ﹤0.01% 1629
2026
Q1
$122M Buy
975,655
+710,502
+268% +$102M 0.01% 1088
2025
Q4
$40.3M Sell
265,153
-1,227,472
-82% -$283M ﹤0.01% 1524
2025
Q3
$481M Sell
1,492,625
-569,732
-28% -$211M 0.03% 514
2025
Q2
$834M Buy
2,062,357
+1,499,669
+267% +$546M 0.05% 327
2025
Q1
$162M Sell
562,688
-14,637
-3% -$4.65M 0.01% 891
2024
Q4
$167M Buy
577,325
+124,058
+27% +$37.3M 0.01% 888
2024
Q3
$76.4M Buy
453,267
+102,627
+29% +$14.7M ﹤0.01% 1206
2024
Q2
$48.3M Sell
350,640
-2,646,000
-88% -$381M ﹤0.01% 1323
2024
Q1
$511M Sell
2,996,640
-2,592,500
-46% -$236M 0.03% 450
2023
Q4
$353M Buy
5,589,140
+698,760
+14% +$33.1M 0.03% 536
2023
Q3
$161M Buy
4,890,380
+985,010
+25% +$37.1M 0.01% 786
2023
Q2
$134M Sell
3,905,370
-3,555,720
-48% -$108M 0.01% 883
2023
Q1
$218M Buy
7,461,090
+6,489,100
+668% +$158M 0.02% 677
2022
Q4
$13.8M Buy
971,990
+967,540
+21,742% +$19.8M ﹤0.01% 1766
2022
Q3
$94K Buy
4,450
+620
+16% +$15.5K ﹤0.01% 3272
2022
Q2
$63K Buy
3,830
+1,100
+40% +$31.8K ﹤0.01% 3481
2022
Q1
$133K Buy
2,730
+2,600
+2,000% +$113K ﹤0.01% 3364
2021
Q4
$7K Sell
130
-30
-19% -$2.06K ﹤0.01% 3723
2021
Q3
$10K Sell
160
-10
-6% -$641 ﹤0.01% 3617
2021
Q2
$11K Buy
170
+90
+113% +$5.32K ﹤0.01% 3533
2021
Q1
$6K Buy
+80
New +$5.65K ﹤0.01% 3507
2020
Q4
Sell
-150
Closed -$2K 4134
2020
Q3
$2K Hold
150
﹤0.01% 3472
2020
Q2
$2K Hold
150
﹤0.01% 3379
2020
Q1
$2K Hold
150
﹤0.01% 3413
2019
Q4
$2K Buy
+150
New +$2.23K ﹤0.01% 3565
2019
Q3
Sell
-470
Closed -$7K 4070
2019
Q2
$7K Sell
470
-30
-6% -$424 ﹤0.01% 3308
2019
Q1
$7K Sell
500
-30
-6% -$415 ﹤0.01% 3193
2018
Q4
$7K Buy
530
+340
+179% +$4.31K ﹤0.01% 3118
2018
Q3
$3K Buy
+190
New +$2.67K ﹤0.01% 3351
2015
Q4
Sell
-679,000
Closed -$13.3M 2759
2015
Q3
$13.3M Buy
+679,000
New +$13.5M ﹤0.01% 1825
2015
Q1
Sell
-2,264,500
Closed -$36.8M 2777
2014
Q4
$36.8M Sell
2,264,500
-750,700
-25% -$11.9M ﹤0.01% 1474
2014
Q3
$39.5M Sell
3,015,200
-369,120
-11% -$5.13M 0.01% 1413
2014
Q2
$47.6M Buy
3,384,320
+789,700
+30% +$10.1M 0.01% 1361
2014
Q1
$29.9M Sell
2,594,620
-1,316,610
-34% -$16.4M ﹤0.01% 1574
2013
Q4
$48.6M Sell
3,911,230
-1,781,390
-31% -$21M 0.01% 1330
2013
Q3
$59.1M Buy
5,692,620
+2,310,980
+68% +$22.5M 0.01% 1198
2013
Q2
$29.4M Buy
+3,381,640
New +$31.6M ﹤0.01% 1497

Other funds holding MSTR

Fidelity Investments's MSTR Position: Q2 2026 in Review

Fidelity Investments reduced its Strategy Inc (MSTR) stake by 55% in Q2 2026, selling an estimated $77.8M and leaving 439,718 shares worth $38.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Fidelity Investments first reported a position in MSTR in Q2 2013 and has held it in 38 quarters since. The position peaked at $834M in Q2 2025. 849 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Fidelity Investments held 439,718 shares of Strategy Inc worth $38.2M as of Q2 2026.
  • Fidelity Investments sold 535,937 Strategy Inc shares in Q2 2026, an estimated $77.8M.
  • Strategy Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1629 holding.
  • Fidelity Investments first reported a position in Strategy Inc in Q2 2013 and has held it in 38 quarters since.
  • Fidelity Investments's Strategy Inc position peaked at $834M in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.