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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
Q2 		$464K Sell
5,337
-609
-10% -$88.4K 0.01% 585
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 $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

Larson Financial Group's MSTR Position: Q2 2026 in Review

Larson Financial Group reduced its Strategy Inc (MSTR) stake by 10% in Q2 2026, selling an estimated $88.4K and leaving 5,337 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #585.

Larson Financial Group first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.46M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Larson Financial Group held 5,337 shares of Strategy Inc worth $464K as of Q2 2026.
  • Larson Financial Group sold 609 Strategy Inc shares in Q2 2026, an estimated $88.4K.
  • Strategy Inc made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #585 holding.
  • Larson Financial Group first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Larson Financial Group's Strategy Inc position peaked at $1.46M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.