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Hoey Investments’s Strategy Inc MSTR Stock Holding History

Hoey 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
Q1 		– Sell
-1,100
Closed -$167K – 439
2025
Q4 		$167K Sell
1,100
-900
-45% -$207K 0.02% 90
2025
Q3 		$644K Buy
2,000
+350
+21% +$130K 0.09% 46
2025
Q2 		$667K Buy
1,650
+150
+10% +$54.6K 0.1% 39
2025
Q1 		$432K Hold
1,500
– – 0.08% 52
2024
Q4 		$434K Buy
1,500
+1,385
+1,204% +$417K 0.07% 55
2024
Q3 		$158K Sell
115
-1,035
-90% -$148K 0.03% 91
2024
Q2 		$158K Buy
1,150
+350
+44% +$50.4K 0.03% 91
2024
Q1 		$136K Hold
800
– – 0.03% 94
2023
Q4 		$50.5K Hold
800
– – 0.01% 122
2023
Q3 		$26.3K Hold
800
– – 0.01% 156
2023
Q2 		$27.4K Hold
800
– – 0.01% 156
2023
Q1 		$23.4K Hold
800
– – 0.01% 172
2022
Q4 		$11.3K Buy
800
+250
+45% +$5.11K ﹤0.01% 209
2022
Q3 		$12K Buy
+550
New +$13.8K ﹤0.01% 221
2022
Q2 		– Sell
-1,200
Closed -$58K – 301
2022
Q1 		$58K Sell
1,200
-5,520
-82% -$239K 0.02% 98
2021
Q4 		$366K Buy
6,720
+2,350
+54% +$162K 0.09% 51
2021
Q3 		$253K Buy
+4,370
New +$280K 0.08% 57

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hoey Investments's MSTR Position: Q1 2026 in Review

Hoey Investments sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,100 shares — an estimated $167K sold.

Hoey Investments first reported a position in MSTR in Q3 2021 and held it in 17 quarters. The position peaked at $667K in Q2 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Hoey Investments reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Hoey Investments sold 1,100 Strategy Inc shares in Q1 2026, an estimated $167K.
  • Hoey Investments first reported a position in Strategy Inc in Q3 2021 and held it in 17 quarters.
  • Hoey Investments's Strategy Inc position peaked at $667K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.