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 Q2	$339K	Buy	3,900 +1,900	+95%	+$276K	0.01%	941
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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HUB Investment Partners's MSTR Position: Q2 2026 in Review

HUB Investment Partners increased its Strategy Inc (MSTR) stake by 153% in Q2 2026, buying an estimated $994K and bringing the position to 11,313 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #456.

HUB Investment Partners first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.27M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

HUB Investment Partners held 11,313 shares of Strategy Inc worth $983K as of Q2 2026.
HUB Investment Partners bought 6,847 Strategy Inc shares in Q2 2026, an estimated $994K.
Strategy Inc made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #456 holding.
HUB Investment Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
HUB Investment Partners's Strategy Inc position peaked at $3.27M in Q1 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.