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Greenleaf Trust’s Strategy Inc MSTR Stock Holding History

Greenleaf Trust’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
-2,908
Closed -$363K – 899
2026
Q1 		$363K Buy
2,908
+509
+21% +$72.8K ﹤0.01% 581
2025
Q4 		$365K Buy
2,399
+242
+11% +$55.7K ﹤0.01% 575
2025
Q3 		$695K Sell
2,157
-2,639
-55% -$979K 0.01% 430
2025
Q2 		$1.94M Sell
4,796
-875
-15% -$319K 0.02% 199
2025
Q1 		$1.63M Buy
5,671
+828
+17% +$263K 0.01% 231
2024
Q4 		$1.4M Buy
4,843
+3,586
+285% +$1.08M 0.01% 261
2024
Q3 		$212K Buy
+1,257
New +$180K ﹤0.01% 786
2024
Q2 		– Sell
-1,260
Closed -$215K – 813
2024
Q1 		$215K Buy
+1,260
New +$115K ﹤0.01% 726
2021
Q2 		– Sell
-3,140
Closed -$213K – 737
2021
Q1 		$213K Buy
+3,140
New +$222K ﹤0.01% 673

Other funds holding MSTR

OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Greenleaf Trust's MSTR Position: Q2 2026 in Review

Greenleaf Trust sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,908 shares — an estimated $363K sold.

Greenleaf Trust first reported a position in MSTR in Q1 2021 and held it in 9 quarters. The position peaked at $1.94M in Q2 2025. 130 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Greenleaf Trust reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Greenleaf Trust sold 2,908 Strategy Inc shares in Q2 2026, an estimated $363K.
  • Greenleaf Trust first reported a position in Strategy Inc in Q1 2021 and held it in 9 quarters.
  • Greenleaf Trust's Strategy Inc position peaked at $1.94M in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.