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Harfst & Associates’s Strategy Inc MSTR Stock Holding History

Harfst & Associates’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
-1,950
Closed -$243K – 128
2026
Q1 		$243K Sell
1,950
-2,908
-60% -$416K 0.04% 119
2025
Q4 		$738K Sell
4,858
-45
-0.9% -$10.4K 0.13% 84
2025
Q3 		$1.58M Buy
4,903
+103
+2% +$38.2K 0.29% 66
2025
Q2 		$1.94M Buy
4,800
+1,788
+59% +$651K 0.4% 43
2025
Q1 		$868K Buy
+3,012
New +$956K 0.2% 61

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

Harfst & Associates's MSTR Position: Q2 2026 in Review

Harfst & Associates sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,950 shares — an estimated $243K sold.

Harfst & Associates first reported a position in MSTR in Q1 2025 and held it in 5 quarters. The position peaked at $1.94M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Harfst & Associates reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Harfst & Associates sold 1,950 Strategy Inc shares in Q2 2026, an estimated $243K.
  • Harfst & Associates first reported a position in Strategy Inc in Q1 2025 and held it in 5 quarters.
  • Harfst & Associates's Strategy Inc position peaked at $1.94M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.