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Howard Capital Management’s Strategy Inc MSTR Stock Holding History

Howard Capital 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 		$595K Buy
+6,850
New +$994K 0.01% 299
2026
Q1 		– Sell
-3,684
Closed -$560K – 389
2025
Q4 		$560K Buy
3,684
+100
+3% +$23K 0.01% 296
2025
Q3 		$1.15M Buy
+3,584
New +$1.33M 0.02% 210
2025
Q2 		– Sell
-1,171
Closed -$338K – 415
2025
Q1 		$338K Buy
+1,171
New +$372K 0.01% 309

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

Howard Capital Management's MSTR Position: Q2 2026 in Review

Howard Capital Management opened a new position in Strategy Inc (MSTR) in Q2 2026: 6,850 shares worth $595K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in MSTR as recently as Q4 2025.

Howard Capital Management first reported a position in MSTR in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q3 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Howard Capital Management held 6,850 shares of Strategy Inc worth $595K as of Q2 2026.
  • Strategy Inc was a new Howard Capital Management position in Q2 2026.
  • Strategy Inc made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #299 holding.
  • Howard Capital Management first reported a position in Strategy Inc in Q1 2025 and has held it in 4 quarters since.
  • Howard Capital Management's Strategy Inc position peaked at $1.15M in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.