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Larson Financial Group’s Strategy Inc MSTR Stock Holding History

Larson Financial Group’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 		$742K Buy
5,946
+1,135
+24% +$162K 0.02% 372
2025
Q4 		$731K Buy
4,811
+538
+13% +$124K 0.02% 374
2025
Q3 		$1.38M Buy
4,273
+658
+18% +$244K 0.05% 273
2025
Q2 		$1.46M Sell
3,615
-62
-2% -$22.6K 0.06% 247
2025
Q1 		$1.06M Buy
3,677
+1,219
+50% +$387K 0.05% 260
2024
Q4 		$712K Buy
2,458
+715
+41% +$215K 0.04% 290
2024
Q3 		$294K Buy
1,743
+933
+115% +$133K 0.02% 476
2024
Q2 		$112K Buy
810
+340
+72% +$49K 0.01% 622
2024
Q1 		$80.1K Hold
470
– – 0.01% 591
2023
Q4 		$29.7K Hold
470
– – ﹤0.01% 756
2023
Q3 		$15.4K Sell
470
-150
-24% -$5.65K ﹤0.01% 886
2023
Q2 		$21.2K Hold
620
– – ﹤0.01% 725
2023
Q1 		$18.1K Sell
620
-10
-2% -$244 ﹤0.01% 766
2022
Q4 		$8.92K Sell
630
-110
-15% -$2.25K ﹤0.01% 893
2022
Q3 		$16K Hold
740
– – ﹤0.01% 678
2022
Q2 		$12K Hold
740
– – ﹤0.01% 669
2022
Q1 		$36K Hold
740
– – 0.01% 429
2021
Q4 		$40K Buy
740
+240
+48% +$16.5K 0.01% 419
2021
Q3 		$29K Buy
500
+20
+4% +$1.28K 0.01% 397
2021
Q2 		$32K Hold
480
– – 0.01% 359
2021
Q1 		$33K Buy
+480
New +$33.9K 0.01% 325

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's MSTR Position: Q1 2026 in Review

Larson Financial Group increased its Strategy Inc (MSTR) stake by 24% in Q1 2026, buying an estimated $162K and bringing the position to 5,946 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #372.

Larson Financial Group first reported a position in MSTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Larson Financial Group held 5,946 shares of Strategy Inc worth $742K as of Q1 2026.
  • Larson Financial Group bought 1,135 Strategy Inc shares in Q1 2026, an estimated $162K.
  • Strategy Inc made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #372 holding.
  • Larson Financial Group first reported a position in Strategy Inc in Q1 2021 and has held it in 21 quarters since.
  • Larson Financial Group's Strategy Inc position peaked at $1.46M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.