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Harbour Investments’s Strategy Inc MSTR Stock Holding History

Harbour Investments’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 		$257K Sell
2,955
-855
-22% -$124K ﹤0.01% 1471
2026
Q1 		$476K Buy
3,810
+904
+31% +$129K 0.01% 1083
2025
Q4 		$442K Sell
2,906
-770
-21% -$177K 0.01% 909
2025
Q3 		$1.18M Sell
3,676
-635
-15% -$236K 0.03% 504
2025
Q2 		$1.74M Sell
4,311
-7,408
-63% -$2.7M 0.04% 361
2025
Q1 		$3.38M Buy
11,719
+2,237
+24% +$710K 0.1% 185
2024
Q4 		$2.75M Buy
9,482
+1,657
+21% +$499K 0.08% 218
2024
Q3 		$1.32M Buy
7,825
+1,125
+17% +$161K 0.04% 388
2024
Q2 		$923K Buy
6,700
+4,110
+159% +$592K 0.03% 440
2024
Q1 		$441K Buy
2,590
+2,010
+347% +$183K 0.02% 640
2023
Q4 		$36.6K Buy
580
+560
+2,800% +$26.5K ﹤0.01% 1597
2023
Q3 		$657 Hold
20
– – ﹤0.01% 2770
2023
Q2 		$685 Sell
20
-490
-96% -$14.8K ﹤0.01% 2764
2023
Q1 		$14.9K Hold
510
– – ﹤0.01% 1859
2022
Q4 		$7.22K Buy
510
+490
+2,450% +$10K ﹤0.01% 2090
2022
Q3 		$0 Hold
20
– – ﹤0.01% 2788
2022
Q2 		$0 Buy
+20
New +$578 ﹤0.01% 2788

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

Harbour Investments's MSTR Position: Q2 2026 in Review

Harbour Investments reduced its Strategy Inc (MSTR) stake by 22% in Q2 2026, selling an estimated $124K and leaving 2,955 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Harbour Investments first reported a position in MSTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.38M in Q1 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Harbour Investments held 2,955 shares of Strategy Inc worth $257K as of Q2 2026.
  • Harbour Investments sold 855 Strategy Inc shares in Q2 2026, an estimated $124K.
  • Strategy Inc made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1471 holding.
  • Harbour Investments first reported a position in Strategy Inc in Q2 2022 and has held it in 17 quarters since.
  • Harbour Investments's Strategy Inc position peaked at $3.38M in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.