Navalign LLC’s Strategy Inc MSTR Stock Holding History

Navalign LLC’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	–	Sell	-20	Closed	-$3.04K	–	348
2025 Q4	$3.04K	Buy	+20	New	+$4.6K	﹤0.01%	408

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Navalign LLC's MSTR Position: Q1 2026 in Review

Navalign LLC sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 20 shares — an estimated $3.04K sold.

Navalign LLC first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $3.04K in Q4 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Navalign LLC reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 20 Strategy Inc shares in Q1 2026, an estimated $3.04K.
Navalign LLC first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
Navalign LLC's Strategy Inc position peaked at $3.04K in Q4 2025.
940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.