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HRT Financial’s Strategy Inc MSTR Stock Holding History

HRT Financial’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 		$119M Buy
+1,374,008
New +$199M 0.22% 71
2025
Q3 		– Sell
-124,551
Closed -$46.2M – 3379
2025
Q2 		$50.3M Buy
+124,551
New +$45.4M 0.22% 53
2025
Q1 		– Sell
-73,339
Closed -$23.3M – 3079
2024
Q4 		$21.2M Sell
73,339
-27,829
-28% -$8.37M 0.11% 118
2024
Q3 		$17.1M Sell
101,168
-310,262
-75% -$44.4M 0.08% 152
2024
Q2 		$56.7M Buy
+411,430
New +$59.3M 0.32% 41
2024
Q1 		– Sell
-17,930
Closed -$1.13M – 2808
2023
Q4 		$1.13M Buy
17,930
+4,570
+34% +$217K 0.01% 928
2023
Q3 		$438K Buy
+13,360
New +$503K ﹤0.01% 1470
2022
Q4 		– Sell
-141,230
Closed -$2.89M – 2889
2022
Q3 		$3M Buy
+141,230
New +$3.54M 0.03% 463
2021
Q4 		– Sell
-563,380
Closed -$38.7M – 3745
2021
Q3 		$32.6M Buy
+563,380
New +$36.1M 0.2% 51
2021
Q2 		– Sell
-104,260
Closed -$7.08M – 3271
2021
Q1 		$7.08M Sell
104,260
-302,140
-74% -$21.3M 0.07% 200
2020
Q4 		$15.8M Buy
+406,400
New +$9.49M 0.32% 47

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

HRT Financial's MSTR Position: Q2 2026 in Review

HRT Financial opened a new position in Strategy Inc (MSTR) in Q2 2026: 1,374,008 shares worth $119M. The stake represents 0.22% of the portfolio and ranks #71 among its holdings. This is a return to the name: HRT Financial previously reported a position in MSTR as recently as Q2 2025.

HRT Financial first reported a position in MSTR in Q4 2020 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • HRT Financial held 1,374,008 shares of Strategy Inc worth $119M as of Q2 2026.
  • Strategy Inc was a new HRT Financial position in Q2 2026.
  • Strategy Inc made up 0.22% of HRT Financial's portfolio in Q2 2026, its #71 holding.
  • HRT Financial first reported a position in Strategy Inc in Q4 2020 and has held it in 11 quarters since.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.