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First Heartland Consultants’s Strategy Inc MSTR Stock Holding History

First Heartland Consultants’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
Q1 		– Sell
-1,348
Closed -$205K – 562
2025
Q4 		$205K Sell
1,348
-507
-27% -$117K 0.02% 512
2025
Q3 		$598K Buy
1,855
+577
+45% +$214K 0.05% 247
2025
Q2 		$517K Buy
1,278
+421
+49% +$153K 0.05% 259
2025
Q1 		$247K Buy
+857
New +$272K 0.03% 383

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Heartland Consultants's MSTR Position: Q1 2026 in Review

First Heartland Consultants sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,348 shares — an estimated $205K sold.

First Heartland Consultants first reported a position in MSTR in Q1 2025 and held it in 4 quarters. The position peaked at $598K in Q3 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • First Heartland Consultants reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • First Heartland Consultants sold 1,348 Strategy Inc shares in Q1 2026, an estimated $205K.
  • First Heartland Consultants first reported a position in Strategy Inc in Q1 2025 and held it in 4 quarters.
  • First Heartland Consultants's Strategy Inc position peaked at $598K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.