FORA Capital’s Strategy Inc MSTR Stock Holding History

FORA Capital’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	-5,295	Closed	-$805K	–	542
2025 Q4	$805K	Buy	+5,295	New	+$1.22M	0.1%	235
2025 Q1	–	Sell	-17,212	Closed	-$4.98M	–	604
2024 Q4	$4.98M	Sell	17,212 -32,177	-65%	-$9.68M	0.57%	55
2024 Q3	$8.33M	Buy	49,389 +11,339	+30%	+$1.62M	0.98%	18
2024 Q2	$5.24M	Buy	38,050 +21,570	+131%	+$3.11M	0.64%	44
2024 Q1	$2.81M	Sell	16,480 -133,940	-89%	-$12.2M	0.23%	126
2023 Q4	$9.5M	Buy	+150,420	New	+$7.13M	0.82%	25
2023 Q3	–	Sell	-8,510	Closed	-$291K	–	540
2023 Q2	$291K	Buy	+8,510	New	+$258K	0.04%	283
2022 Q4	–	Sell	-35,750	Closed	-$759K	–	598
2022 Q3	$759K	Buy	+35,750	New	+$897K	0.15%	196
2021 Q4	–	Sell	-8,090	Closed	-$468K	–	405
2021 Q3	$468K	Sell	8,090 -15,240	-65%	-$977K	0.12%	209
2021 Q2	$1.55M	Buy	23,330 +21,880	+1,509%	+$1.29M	0.29%	88
2021 Q1	$98K	Buy	+1,450	New	+$102K	0.03%	413

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's MSTR Position: Q1 2026 in Review

FORA Capital sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 5,295 shares — an estimated $805K sold.

FORA Capital first reported a position in MSTR in Q1 2021 and held it in 11 quarters. The position peaked at $9.5M in Q4 2023. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

FORA Capital reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 5,295 Strategy Inc shares in Q1 2026, an estimated $805K.
FORA Capital first reported a position in Strategy Inc in Q1 2021 and held it in 11 quarters.
FORA Capital's Strategy Inc position peaked at $9.5M in Q4 2023.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.