Gilman Hill Asset Management’s Strategy Inc MSTR Stock Holding History

Gilman Hill Asset Management’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	-1,962	Closed	-$245K	–	244
2026 Q1	$245K	Hold	1,962	–	–	0.04%	199
2025 Q4	$298K	Sell	1,962 -3,016	-61%	-$694K	0.05%	184
2025 Q3	$1.6M	Buy	4,978 +173	+4%	+$64.2K	0.25%	98
2025 Q2	$1.94M	Hold	4,805	–	–	0.32%	89
2025 Q1	$1.39M	Buy	4,805 +1,802	+60%	+$572K	0.24%	94
2024 Q4	$870K	Buy	3,003 +1,003	+50%	+$302K	0.15%	119
2024 Q3	$337K	Hold	2,000	–	–	0.06%	169
2024 Q2	$275K	Buy	+2,000	New	+$288K	0.05%	172

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

Gilman Hill Asset Management's MSTR Position: Q2 2026 in Review

Gilman Hill Asset Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,962 shares — an estimated $245K sold.

Gilman Hill Asset Management first reported a position in MSTR in Q2 2024 and held it in 8 quarters. The position peaked at $1.94M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Gilman Hill Asset Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Gilman Hill Asset Management sold 1,962 Strategy Inc shares in Q2 2026, an estimated $245K.
Gilman Hill Asset Management first reported a position in Strategy Inc in Q2 2024 and held it in 8 quarters.
Gilman Hill Asset Management's Strategy Inc position peaked at $1.94M in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.