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Means Investment Company’s Strategy Inc MSTR Stock Holding History

Means Investment Company’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 		$292K Buy
3,355
+200
+6% +$29K 0.02% 164
2026
Q1 		$394K Buy
3,155
+100
+3% +$14.3K 0.03% 141
2025
Q4 		$464K Sell
3,055
-113
-4% -$26K 0.04% 128
2025
Q3 		$1.02M Sell
3,168
-22
-0.7% -$8.16K 0.09% 90
2025
Q2 		$1.29M Buy
3,190
+12
+0.4% +$4.37K 0.12% 80
2025
Q1 		$916K Buy
3,178
+19
+0.6% +$6.03K 0.1% 91
2024
Q4 		$915K Buy
3,159
+67
+2% +$20.2K 0.1% 100
2024
Q3 		$521K Buy
3,092
+132
+4% +$18.9K 0.06% 122
2024
Q2 		$407K Sell
2,960
-430
-13% -$62K 0.05% 136
2024
Q1 		$577K Buy
+3,390
New +$309K 0.07% 122
2022
Q2 		– Sell
-4,860
Closed -$236K – 196
2022
Q1 		$236K Buy
4,860
+160
+3% +$6.93K 0.04% 175
2021
Q4 		$256K Buy
4,700
+50
+1% +$3.44K 0.05% 171
2021
Q3 		$269K Buy
+4,650
New +$298K 0.05% 156

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 $3.38T AUM 44.17% 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

Means Investment Company's MSTR Position: Q2 2026 in Review

Means Investment Company increased its Strategy Inc (MSTR) stake by 6.3% in Q2 2026, buying an estimated $29K and bringing the position to 3,355 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #164.

Means Investment Company first reported a position in MSTR in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.29M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Means Investment Company held 3,355 shares of Strategy Inc worth $292K as of Q2 2026.
  • Means Investment Company bought 200 Strategy Inc shares in Q2 2026, an estimated $29K.
  • Strategy Inc made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #164 holding.
  • Means Investment Company first reported a position in Strategy Inc in Q3 2021 and has held it in 13 quarters since.
  • Means Investment Company's Strategy Inc position peaked at $1.29M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.