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Kapstone Financial Advisors’s Strategy Inc MSTR Stock Holding History

Kapstone Financial Advisors’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 		$1.44M Buy
16,590
+90
+0.5% +$13.1K 0.6% 33
2026
Q1 		$2.06M Sell
16,500
-434
-3% -$62K 1.01% 21
2025
Q4 		$2.57M Sell
16,934
-55,072
-76% -$12.7M 1.28% 19
2025
Q3 		$23.2M Buy
72,006
+1,521
+2% +$564K 10.93% 2
2025
Q2 		$28.5M Buy
70,485
+1,785
+3% +$650K 14.21% 2
2025
Q1 		$19.8M Sell
68,700
-1,752
-2% -$556K 11.2% 2
2024
Q4 		$24M Buy
70,452
+161
+0.2% +$48.4K 12.83% 2
2024
Q3 		$12.4M Sell
70,291
-1,009
-1% -$144K 7.51% 3
2024
Q2 		$9.82M Buy
71,300
+1,560
+2% +$225K 6.44% 4
2024
Q1 		$11.9M Buy
69,740
+9,390
+16% +$856K 8.09% 3
2023
Q4 		$2.76M Buy
60,350
+25,650
+74% +$1.22M 2.17% 9
2023
Q3 		$1.14M Buy
34,700
+1,090
+3% +$41K 1.03% 22
2023
Q2 		$1.46M Buy
33,610
+27,630
+462% +$837K 1.21% 15
2023
Q1 		$204K Buy
+5,980
New +$146K 0.18% 87

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

Kapstone Financial Advisors's MSTR Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Strategy Inc (MSTR) stake by 0.55% in Q2 2026, buying an estimated $13.1K and bringing the position to 16,590 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #33.

Kapstone Financial Advisors first reported a position in MSTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.5M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Kapstone Financial Advisors held 16,590 shares of Strategy Inc worth $1.44M as of Q2 2026.
  • Kapstone Financial Advisors bought 90 Strategy Inc shares in Q2 2026, an estimated $13.1K.
  • Strategy Inc made up 0.6% of Kapstone Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Kapstone Financial Advisors first reported a position in Strategy Inc in Q1 2023 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Strategy Inc position peaked at $28.5M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.