IFC & Insurance Marketing’s Strategy Inc MSTR Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-27	Closed	-$4K	–	463
2025 Q4	$4K	Buy	+27	New	+$6.22K	﹤0.01%	555

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

IFC & Insurance Marketing's MSTR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 27 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

IFC & Insurance Marketing reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 27 Strategy Inc shares in Q1 2026, an estimated $4K.
IFC & Insurance Marketing first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Strategy Inc position peaked at $4K in Q4 2025.
941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.