Frisch Financial Group’s Strategy Inc MSTR Stock Holding History

Frisch Financial Group’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	-2,000	Closed	-$250K	–	192
2026 Q1	$250K	Hold	2,000	–	–	0.05%	150
2025 Q4	$304K	Hold	2,000	–	–	0.07%	121
2025 Q3	$644K	Hold	2,000	–	–	0.15%	77
2025 Q2	$808K	Hold	2,000	–	–	0.2%	62
2025 Q1	$577K	Hold	2,000	–	–	0.16%	67
2024 Q4	$579K	Hold	2,000	–	–	0.18%	62
2024 Q3	$337K	Hold	2,000	–	–	0.1%	90
2024 Q2	$275K	Hold	2,000	–	–	0.08%	106
2024 Q1	$341K	Buy	+2,000	New	+$182K	0.11%	84
2022 Q1	–	Sell	-3,940	Closed	-$219K	–	150
2021 Q4	$219K	Hold	3,940	–	–	0.07%	147
2021 Q3	$228K	Hold	3,940	–	–	0.08%	134
2021 Q2	$262K	Buy	+3,940	New	+$233K	0.08%	126

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frisch Financial Group's MSTR Position: Q2 2026 in Review

Frisch Financial Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,000 shares — an estimated $250K sold.

Frisch Financial Group first reported a position in MSTR in Q2 2021 and held it in 12 quarters. The position peaked at $808K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Frisch Financial Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Frisch Financial Group sold 2,000 Strategy Inc shares in Q2 2026, an estimated $250K.
Frisch Financial Group first reported a position in Strategy Inc in Q2 2021 and held it in 12 quarters.
Frisch Financial Group's Strategy Inc position peaked at $808K in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.