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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
Q2 		– Sell
-1,302
Closed -$162K – 1460
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
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 $3.38T AUM 44.17% 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

Horizon Investments's MSTR Position: Q2 2026 in Review

Horizon Investments sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,302 shares — an estimated $162K sold.

Horizon Investments first reported a position in MSTR in Q1 2014 and held it in 9 quarters. The position peaked at $330K in Q4 2014. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Horizon Investments reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 1,302 Strategy Inc shares in Q2 2026, an estimated $162K.
  • Horizon Investments first reported a position in Strategy Inc in Q1 2014 and held it in 9 quarters.
  • Horizon Investments's Strategy Inc position peaked at $330K in Q4 2014.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.