Independent Family Office’s Strategy Inc MSTR Stock Holding History

Independent Family Office’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	$269K	Sell	3,100 -1,000	-24%	-$145K	0.11%	76
2026 Q1	$512K	Hold	4,100	–	–	0.21%	57
2025 Q4	$623K	Hold	4,100	–	–	0.26%	49
2025 Q3	$1.32M	Hold	4,100	–	–	0.56%	30
2025 Q2	$1.66M	Buy	4,100 +3,100	+310%	+$1.13M	0.77%	22
2025 Q1	$288K	Hold	1,000	–	–	0.15%	59
2024 Q4	$290K	Sell	1,000 -3,100	-76%	-$933K	0.15%	62
2024 Q3	$212K	Buy	+4,100	New	+$586K	0.11%	70

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

Independent Family Office's MSTR Position: Q2 2026 in Review

Independent Family Office reduced its Strategy Inc (MSTR) stake by 24% in Q2 2026, selling an estimated $145K and leaving 3,100 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #76.

Independent Family Office first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Independent Family Office held 3,100 shares of Strategy Inc worth $269K as of Q2 2026.
Independent Family Office sold 1,000 Strategy Inc shares in Q2 2026, an estimated $145K.
Strategy Inc made up 0.11% of Independent Family Office's portfolio in Q2 2026, its #76 holding.
Independent Family Office first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
Independent Family Office's Strategy Inc position peaked at $1.66M in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.