Horizon Investments’s Strategy Inc MSTR Stock Holding History

Horizon 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	$162K	Buy	1,302 +431	+49%	+$61.6K	﹤0.01%	1012
2025 Q4	$132K	Buy	+871	New	+$201K	﹤0.01%	1022
2015 Q4	–	Sell	-10,280	Closed	-$202K	–	105
2015 Q3	$202K	Sell	10,280 -2,220	-18%	-$44K	0.02%	83
2015 Q2	$213K	Sell	12,500 -3,110	-20%	-$54.7K	0.02%	78
2015 Q1	$264K	Sell	15,610 -4,700	-23%	-$79.3K	0.03%	72
2014 Q4	$330K	Sell	20,310 -1,030	-5%	-$16.3K	0.03%	62
2014 Q3	$279K	Buy	21,340 +1,020	+5%	+$14.2K	0.03%	76
2014 Q2	$286K	Buy	20,320 +1,090	+6%	+$13.9K	0.03%	84
2014 Q1	$222K	Buy	+19,230	New	+$240K	0.03%	97

Other funds holding MSTR

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Horizon Investments's MSTR Position: Q1 2026 in Review

Horizon Investments increased its Strategy Inc (MSTR) stake by 49% in Q1 2026, buying an estimated $61.6K and bringing the position to 1,302 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Horizon Investments first reported a position in MSTR in Q1 2014 and has held it in 9 quarters since. The position peaked at $330K in Q4 2014. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Horizon Investments held 1,302 shares of Strategy Inc worth $162K as of Q1 2026.
Horizon Investments bought 431 Strategy Inc shares in Q1 2026, an estimated $61.6K.
Strategy Inc made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1012 holding.
Horizon Investments first reported a position in Strategy Inc in Q1 2014 and has held it in 9 quarters since.
Horizon Investments's Strategy Inc position peaked at $330K in Q4 2014.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.