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HB Wealth Management’s Strategy Inc MSTR Stock Holding History

HB Wealth 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 		$269K Sell
3,093
-1,779
-37% -$258K ﹤0.01% 1430
2026
Q1 		$608K Buy
4,872
+1,899
+64% +$271K ﹤0.01% 888
2025
Q4 		$452K Sell
2,973
-676
-19% -$156K ﹤0.01% 945
2025
Q3 		$1.18M Buy
3,649
+588
+19% +$218K 0.01% 560
2025
Q2 		$1.24M Buy
3,061
+72
+2% +$26.2K 0.01% 478
2025
Q1 		$862K Buy
2,989
+252
+9% +$80K 0.01% 583
2024
Q4 		$797K Buy
2,737
+858
+46% +$258K 0.01% 471
2024
Q3 		$317K Buy
+1,879
New +$269K ﹤0.01% 739

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

HB Wealth Management's MSTR Position: Q2 2026 in Review

HB Wealth Management reduced its Strategy Inc (MSTR) stake by 37% in Q2 2026, selling an estimated $258K and leaving 3,093 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

HB Wealth Management first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • HB Wealth Management held 3,093 shares of Strategy Inc worth $269K as of Q2 2026.
  • HB Wealth Management sold 1,779 Strategy Inc shares in Q2 2026, an estimated $258K.
  • Strategy Inc made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1430 holding.
  • HB Wealth Management first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Strategy Inc position peaked at $1.24M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.