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Financial Perspectives’s Strategy Inc MSTR Stock Holding History

Financial Perspectives’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 		$128K Buy
1,472
+931
+172% +$135K 0.03% 219
2026
Q1 		$67.5K Hold
541
– – 0.02% 272
2025
Q4 		$82.2K Sell
541
-371
-41% -$85.4K 0.02% 253
2025
Q3 		$294K Hold
912
– – 0.08% 126
2025
Q2 		$369K Buy
912
+163
+22% +$59.4K 0.11% 110
2025
Q1 		$216K Buy
749
+582
+349% +$185K 0.07% 132
2024
Q4 		$48.4K Buy
+167
New +$50.3K 0.02% 305

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 Perspectives's MSTR Position: Q2 2026 in Review

Financial Perspectives increased its Strategy Inc (MSTR) stake by 172% in Q2 2026, buying an estimated $135K and bringing the position to 1,472 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #219.

Financial Perspectives first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Financial Perspectives held 1,472 shares of Strategy Inc worth $128K as of Q2 2026.
  • Financial Perspectives bought 931 Strategy Inc shares in Q2 2026, an estimated $135K.
  • Strategy Inc made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #219 holding.
  • Financial Perspectives first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Financial Perspectives's Strategy Inc position peaked at $369K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.