Patriot Investment Management Group’s Strategy Inc MSTR Stock Holding History

Patriot Investment Management Group’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	$631K	Sell	7,264 -7,242	-50%	-$1.05M	0.04%	152
2026 Q1	$1.81M	Sell	14,506 -32	-0.2%	-$4.58K	0.12%	79
2025 Q4	$2.21M	Buy	14,538 +73	+0.5%	+$16.8K	0.14%	63
2025 Q3	$4.66M	Buy	14,465 +2,356	+19%	+$874K	0.3%	44
2025 Q2	$4.89M	Buy	+12,109	New	+$4.41M	0.34%	44
2025 Q1	–	Sell	-18,032	Closed	-$5.22M	–	234
2024 Q4	$5.22M	Buy	18,032 +5,522	+44%	+$1.66M	0.39%	38
2024 Q3	$2.11M	Buy	+12,510	New	+$1.79M	0.15%	63

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Patriot Investment Management Group's MSTR Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Strategy Inc (MSTR) stake by 50% in Q2 2026, selling an estimated $1.05M and leaving 7,264 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #152.

Patriot Investment Management Group first reported a position in MSTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.22M in Q4 2024. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Patriot Investment Management Group held 7,264 shares of Strategy Inc worth $631K as of Q2 2026.
Patriot Investment Management Group sold 7,242 Strategy Inc shares in Q2 2026, an estimated $1.05M.
Strategy Inc made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #152 holding.
Patriot Investment Management Group first reported a position in Strategy Inc in Q3 2024 and has held it in 7 quarters since.
Patriot Investment Management Group's Strategy Inc position peaked at $5.22M in Q4 2024.
194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.