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Financial Management Professionals’s Strategy Inc MSTR Stock Holding History

Financial Management Professionals’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 		$6.52K Sell
75
-30
-29% -$4.36K ﹤0.01% 650
2026
Q1 		$13.1K Buy
105
+10
+11% +$1.43K ﹤0.01% 490
2025
Q4 		$14.4K Buy
95
+85
+850% +$19.6K ﹤0.01% 468
2025
Q3 		$3.22K Buy
10
+5
+100% +$1.85K ﹤0.01% 644
2025
Q2 		$2.02K Buy
5
+1
+25% +$364 ﹤0.01% 748
2025
Q1 		$1.15K Buy
4
+1
+33% +$318 ﹤0.01% 800
2024
Q4 		$869 Buy
+3
New +$903 ﹤0.01% 830
2024
Q1 		– Sell
-500
Closed -$32K – 1029
2023
Q4 		$32K Buy
500
+200
+67% +$9.48K 0.01% 327
2023
Q3 		$10K Hold
300
– – ﹤0.01% 487
2023
Q2 		$10K Hold
300
– – ﹤0.01% 534
2023
Q1 		$9K Hold
300
– – ﹤0.01% 585
2022
Q4 		$4K Hold
300
– – ﹤0.01% 664
2022
Q3 		$6K Hold
300
– – ﹤0.01% 583
2022
Q2 		$5K Buy
300
+200
+200% +$5.78K ﹤0.01% 622
2022
Q1 		$5K Hold
100
– – ﹤0.01% 639
2021
Q4 		$5K Hold
100
– – ﹤0.01% 594
2021
Q3 		$6K Hold
100
– – ﹤0.01% 565
2021
Q2 		$7K Buy
+100
New +$5.92K ﹤0.01% 462

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

Financial Management Professionals's MSTR Position: Q2 2026 in Review

Financial Management Professionals reduced its Strategy Inc (MSTR) stake by 29% in Q2 2026, selling an estimated $4.36K and leaving 75 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Financial Management Professionals first reported a position in MSTR in Q2 2021 and has held it in 18 quarters since. The position peaked at $32K in Q4 2023. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Financial Management Professionals held 75 shares of Strategy Inc worth $6.52K as of Q2 2026.
  • Financial Management Professionals sold 30 Strategy Inc shares in Q2 2026, an estimated $4.36K.
  • Strategy Inc made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #650 holding.
  • Financial Management Professionals first reported a position in Strategy Inc in Q2 2021 and has held it in 18 quarters since.
  • Financial Management Professionals's Strategy Inc position peaked at $32K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.