FFO
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Fortitude Family Office’s Strategy Inc MSTR Stock Holding History

Fortitude Family Office’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 		– Sell
-8
Closed -$998 – 2340
2026
Q1 		$998 Buy
8
+2
+33% +$286 ﹤0.01% 1510
2025
Q4 		$912 Sell
6
-9
-60% -$2.07K ﹤0.01% 1498
2025
Q3 		$4.83K Sell
15
-28
-65% -$10.4K ﹤0.01% 825
2025
Q2 		$17.4K Sell
43
-47
-52% -$17.1K 0.01% 400
2025
Q1 		$25.9K Hold
90
– – 0.01% 345
2024
Q4 		$26.1K Hold
90
– – 0.01% 395
2024
Q3 		$15.2K Hold
90
– – 0.01% 478
2024
Q2 		$12.4K Hold
90
– – 0.01% 376
2024
Q1 		$15.3K Hold
90
– – 0.01% 319
2023
Q4 		$5.68K Buy
+90
New +$4.27K ﹤0.01% 554

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

Fortitude Family Office's MSTR Position: Q2 2026 in Review

Fortitude Family Office sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 8 shares — an estimated $998 sold.

Fortitude Family Office first reported a position in MSTR in Q4 2023 and held it in 10 quarters. The position peaked at $26.1K in Q4 2024. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Fortitude Family Office reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 8 Strategy Inc shares in Q2 2026, an estimated $998.
  • Fortitude Family Office first reported a position in Strategy Inc in Q4 2023 and held it in 10 quarters.
  • Fortitude Family Office's Strategy Inc position peaked at $26.1K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.