Lavelle Capital’s Strategy Inc MSTR Stock Holding History

Lavelle Capital’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	–	Sell	-24,890	Closed	-$3.11M	–	84
2026 Q1	$3.11M	Sell	24,890 -75,110	-75%	-$10.7M	1.93%	11
2025 Q4	$15.2M	Buy	+100,000	New	+$23M	9.63%	2

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

Lavelle Capital's MSTR Position: Q2 2026 in Review

Lavelle Capital sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 24,890 shares — an estimated $3.11M sold.

Lavelle Capital first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $15.2M in Q4 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Lavelle Capital reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Lavelle Capital sold 24,890 Strategy Inc shares in Q2 2026, an estimated $3.11M.
Lavelle Capital first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
Lavelle Capital's Strategy Inc position peaked at $15.2M in Q4 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.