HUB Investment Partners’s Strategy Inc MSTR Stock Holding History

HUB Investment Partners’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	$250K	Sell	2,000 -25,500	-93%	-$3.65M	0.01%	903
2025 Q4	$4.18M	Buy	27,500 +21,300	+344%	+$4.9M	0.11%	151
2025 Q3	$2M	Sell	6,200 -1,300	-17%	-$482K	0.07%	196
2025 Q2	$3.03M	Buy	7,500 +3,700	+97%	+$1.35M	0.1%	151
2025 Q1	$1.1M	Buy	3,800 +800	+27%	+$254K	0.04%	221
2024 Q4	$126K	Buy	3,000 +1,600	+114%	+$481K	0.01%	530
2024 Q3	$54.3K	Sell	1,400 -600	-30%	-$85.8K	﹤0.01%	524
2024 Q2	$275K	Buy	+2,000	New	+$288K	0.01%	377

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

HUB Investment Partners's MSTR Position: Q1 2026 in Review

HUB Investment Partners increased its Strategy Inc (MSTR) stake by 181% in Q1 2026, buying an estimated $411K and bringing the position to 4,466 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #528.

HUB Investment Partners first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.27M in Q1 2024. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

HUB Investment Partners held 4,466 shares of Strategy Inc worth $557K as of Q1 2026.
HUB Investment Partners bought 2,876 Strategy Inc shares in Q1 2026, an estimated $411K.
Strategy Inc made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #528 holding.
HUB Investment Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
HUB Investment Partners's Strategy Inc position peaked at $3.27M in Q1 2024.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.