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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 		– Sell
-100
Closed -$12.5K – 1413
2026
Q1 		$12.5K Sell
100
-500
-83% -$71.5K ﹤0.01% 1144
2025
Q4 		$91.2K Sell
600
-11,600
-95% -$2.67M ﹤0.01% 906
2025
Q3 		$3.93M Buy
+12,200
New +$4.53M 0.13% 146
2025
Q1 		– Sell
-7,000
Closed -$685 – 666
2024
Q4 		$685 Buy
+7,000
New +$2.11M ﹤0.01% 597

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

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.