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
2025 Q3	–	Hold	0	–	-$121K	–	424
2025 Q2	–	Hold	0	–	–	–	102
2022 Q2	–	Sell	-1,000	Closed	-$49K	–	300
2022 Q1	$49K	Buy	+1,000	New	+$43.3K	0.01%	105

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.