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Murray Stahl’s Strategy Inc MSTR Stock Holding History

Murray Stahl’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 		$11.3M Sell
129,774
-9,479
-7% -$1.38M 0.13% 47
2026
Q1 		$17.4M Sell
139,253
-124
-0.1% -$17.7K 0.19% 39
2025
Q4 		$21.2M Buy
139,377
+889
+0.6% +$205K 0.29% 37
2025
Q3 		$44.6M Sell
138,488
-7,011
-5% -$2.6M 0.54% 24
2025
Q2 		$58.8M Sell
145,499
-15,996
-10% -$5.83M 0.7% 18
2025
Q1 		$46.6M Sell
161,495
-3,820
-2% -$1.21M 0.53% 17
2024
Q4 		$47.9M Sell
165,315
-27,590
-14% -$8.3M 0.6% 17
2024
Q3 		$32.5M Buy
192,905
+4,545
+2% +$650K 0.49% 22
2024
Q2 		$25.9M Sell
188,360
-1,320
-0.7% -$190K 0.45% 27
2024
Q1 		$32.3M Sell
189,680
-9,780
-5% -$892K 0.61% 22
2023
Q4 		$12.6M Buy
199,460
+1,730
+0.9% +$82K 0.26% 45
2023
Q3 		$6.49M Sell
197,730
-1,460
-0.7% -$55K 0.13% 54
2023
Q2 		$6.82M Sell
199,190
-260
-0.1% -$7.88K 0.15% 59
2023
Q1 		$5.83M Buy
199,450
+340
+0.2% +$8.3K 0.11% 60
2022
Q4 		$2.82M Buy
199,110
+8,420
+4% +$172K 0.05% 79
2022
Q3 		$4.05M Buy
190,690
+7,220
+4% +$181K 0.08% 64
2022
Q2 		$3.01M Buy
183,470
+60,200
+49% +$1.74M 0.06% 79
2022
Q1 		$6M Buy
123,270
+980
+0.8% +$42.4K 0.12% 68
2021
Q4 		$6.66M Buy
122,290
+860
+0.7% +$59.1K 0.15% 67
2021
Q3 		$7.02M Sell
121,430
-2,510
-2% -$161K 0.16% 67
2021
Q2 		$8.24M Buy
123,940
+11,190
+10% +$662K 0.17% 61
2021
Q1 		$7.65M Buy
112,750
+6,300
+6% +$445K 0.17% 47
2020
Q4 		$4.14M Buy
106,450
+81,110
+320% +$1.89M 0.14% 64
2020
Q3 		$382K Buy
+25,340
New +$343K 0.02% 269

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 $3.37T AUM 44.26% 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

Murray Stahl's MSTR Position: Q2 2026 in Review

Murray Stahl reduced its Strategy Inc (MSTR) stake by 6.8% in Q2 2026, selling an estimated $1.38M and leaving 129,774 shares worth $11.3M. The position accounts for 0.13% of the portfolio, ranked #47.

Murray Stahl first reported a position in MSTR in Q3 2020 and has held it in 24 quarters since. The position peaked at $58.8M in Q2 2025. 848 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Murray Stahl held 129,774 shares of Strategy Inc worth $11.3M as of Q2 2026.
  • Murray Stahl sold 9,479 Strategy Inc shares in Q2 2026, an estimated $1.38M.
  • Strategy Inc made up 0.13% of Murray Stahl's portfolio in Q2 2026, its #47 holding.
  • Murray Stahl first reported a position in Strategy Inc in Q3 2020 and has held it in 24 quarters since.
  • Murray Stahl's Strategy Inc position peaked at $58.8M in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.