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Money Concepts Capital’s Strategy Inc MSTR Stock Holding History

Money Concepts 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
Q1 		$215K Buy
+1,719
New +$246K 0.01% 530
2023
Q1 		– Sell
-200
Closed -$2.83K – 1972
2022
Q4 		$2.83K Hold
200
– – ﹤0.01% 2575
2022
Q3 		$4K Hold
200
– – ﹤0.01% 1273
2022
Q2 		$3K Hold
200
– – ﹤0.01% 1268
2022
Q1 		$10K Buy
+200
New +$8.66K ﹤0.01% 1943

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's MSTR Position: Q1 2026 in Review

Money Concepts Capital opened a new position in Strategy Inc (MSTR) in Q1 2026: 1,719 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in MSTR as recently as Q4 2022.

Money Concepts Capital first reported a position in MSTR in Q1 2022 and has held it in 5 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Money Concepts Capital held 1,719 shares of Strategy Inc worth $215K as of Q1 2026.
  • Strategy Inc was a new Money Concepts Capital position in Q1 2026.
  • Strategy Inc made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #530 holding.
  • Money Concepts Capital first reported a position in Strategy Inc in Q1 2022 and has held it in 5 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.