Koshinski Asset Management
MSTR icon

Koshinski Asset Management’s Strategy Inc MSTR Stock Holding History

Koshinski Asset Management’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
-1,759
Closed -$267K – 752
2025
Q4 		$267K Sell
1,759
-2
-0.1% -$460 0.02% 595
2025
Q3 		$567K Buy
1,761
+13
+0.7% +$4.82K 0.04% 388
2025
Q2 		$707K Buy
1,748
+245
+16% +$89.2K 0.05% 331
2025
Q1 		$433K Sell
1,503
-50
-3% -$15.9K 0.04% 398
2024
Q4 		$450K Buy
+1,553
New +$467K 0.04% 394
2022
Q2 		– Sell
-30
Closed -$1.46K – 1458
2022
Q1 		$1.46K Hold
30
– – ﹤0.01% 2023
2021
Q4 		$1.63K Hold
30
– – ﹤0.01% 2026
2021
Q3 		$1.74K Buy
+30
New +$1.92K ﹤0.01% 2047

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Koshinski Asset Management's MSTR Position: Q1 2026 in Review

Koshinski Asset Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,759 shares — an estimated $267K sold.

Koshinski Asset Management first reported a position in MSTR in Q3 2021 and held it in 8 quarters. The position peaked at $707K in Q2 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Koshinski Asset Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 1,759 Strategy Inc shares in Q1 2026, an estimated $267K.
  • Koshinski Asset Management first reported a position in Strategy Inc in Q3 2021 and held it in 8 quarters.
  • Koshinski Asset Management's Strategy Inc position peaked at $707K in Q2 2025.
  • 941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.