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Harvest Fund Management’s Strategy Inc MSTR Stock Holding History

Harvest Fund 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 		$2.14M Buy
24,586
+1,385
+6% +$201K 0.07% 131
2026
Q1 		$2.9M Buy
23,201
+3,212
+16% +$459K 0.12% 110
2025
Q4 		$3.04M Buy
19,989
+3,792
+23% +$873K 0.11% 123
2025
Q3 		$5.22M Buy
16,197
+1,789
+12% +$664K 0.22% 81
2025
Q2 		$5.82M Sell
14,408
-608
-4% -$221K 0.28% 73
2025
Q1 		$4.33M Buy
15,016
+4,246
+39% +$1.35M 0.21% 83
2024
Q4 		$3.12M Buy
10,770
+10,314
+2,262% +$3.1M 0.14% 104
2024
Q3 		$77K Sell
456
-1,804
-80% -$258K ﹤0.01% 427
2024
Q2 		$311K Sell
2,260
-940
-29% -$135K 0.02% 291
2024
Q1 		$545K Buy
3,200
+2,670
+504% +$243K 0.05% 200
2023
Q4 		$33K Buy
530
+400
+308% +$19K 0.01% 465
2023
Q3 		$4K Hold
130
– – ﹤0.01% 579
2023
Q2 		$4K Hold
130
– – ﹤0.01% 608
2023
Q1 		$4K Hold
130
– – ﹤0.01% 694
2022
Q4 		$2K Hold
130
– – ﹤0.01% 723
2022
Q3 		$3K Hold
130
– – ﹤0.01% 746
2022
Q2 		$2K Hold
130
– – ﹤0.01% 689
2022
Q1 		$6K Hold
130
– – ﹤0.01% 687
2021
Q4 		$7K Hold
130
– – ﹤0.01% 717
2021
Q3 		$7K Hold
130
– – ﹤0.01% 715
2021
Q2 		$8K Hold
130
– – ﹤0.01% 729
2021
Q1 		$8K Buy
+130
New +$9.18K ﹤0.01% 763

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

Harvest Fund Management's MSTR Position: Q2 2026 in Review

Harvest Fund Management increased its Strategy Inc (MSTR) stake by 6% in Q2 2026, buying an estimated $201K and bringing the position to 24,586 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #131.

Harvest Fund Management first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.82M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Harvest Fund Management held 24,586 shares of Strategy Inc worth $2.14M as of Q2 2026.
  • Harvest Fund Management bought 1,385 Strategy Inc shares in Q2 2026, an estimated $201K.
  • Strategy Inc made up 0.07% of Harvest Fund Management's portfolio in Q2 2026, its #131 holding.
  • Harvest Fund Management first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Harvest Fund Management's Strategy Inc position peaked at $5.82M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.