Matthew Hamilton Rosenberg’s Strategy Inc MSTR Stock Holding History

Matthew Hamilton Rosenberg’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	-60	Closed	-$7.49K	–	812
2026 Q1	$7.49K	Sell	60 -281	-82%	-$40.2K	﹤0.01%	649
2025 Q4	$51.8K	Hold	341	–	–	0.01%	417
2025 Q3	$110K	Hold	341	–	–	0.02%	314
2025 Q2	$138K	Hold	341	–	–	0.03%	269
2025 Q1	$98.3K	Hold	341	–	–	0.02%	320
2024 Q4	$98.8K	Buy	341 +131	+62%	+$39.4K	0.03%	317
2024 Q3	$35.4K	Hold	210	–	–	0.01%	482
2024 Q2	$28.7K	Hold	210	–	–	0.01%	489
2024 Q1	$34.4K	Hold	210	–	–	0.01%	474
2023 Q4	$13.3K	Hold	210	–	–	﹤0.01%	577
2023 Q3	$6.89K	Hold	210	–	–	﹤0.01%	663
2023 Q2	$7.19K	Hold	210	–	–	﹤0.01%	665
2023 Q1	$6.14K	Hold	210	–	–	﹤0.01%	715
2022 Q4	$2.97K	Hold	210	–	–	﹤0.01%	756
2022 Q3	$4K	Hold	210	–	–	﹤0.01%	729
2022 Q2	$3K	Hold	210	–	–	﹤0.01%	732
2022 Q1	$10K	Hold	210	–	–	﹤0.01%	626
2021 Q4	$11K	Buy	+210	New	+$14.4K	﹤0.01%	588

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

Matthew Hamilton Rosenberg's MSTR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 60 shares — an estimated $7.49K sold.

Matthew Hamilton Rosenberg first reported a position in MSTR in Q4 2021 and held it in 18 quarters. The position peaked at $138K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Matthew Hamilton Rosenberg reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 60 Strategy Inc shares in Q2 2026, an estimated $7.49K.
Matthew Hamilton Rosenberg first reported a position in Strategy Inc in Q4 2021 and held it in 18 quarters.
Matthew Hamilton Rosenberg's Strategy Inc position peaked at $138K in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.