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LRI Investments’s Strategy Inc MSTR Stock Holding History

LRI Investments’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
-8
Closed -$998 – 1986
2026
Q1 		$998 Buy
+8
New +$1.14K ﹤0.01% 1319
2025
Q3 		– Sell
-51
Closed -$20.6K – 1347
2025
Q2 		$20.6K Buy
+51
New +$18.6K ﹤0.01% 700

Other funds holding MSTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LRI Investments's MSTR Position: Q2 2026 in Review

LRI Investments sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 8 shares — an estimated $998 sold.

LRI Investments first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $20.6K in Q2 2025. 307 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • LRI Investments reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 8 Strategy Inc shares in Q2 2026, an estimated $998.
  • LRI Investments first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • LRI Investments's Strategy Inc position peaked at $20.6K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.