PEAK6
MSTR icon

PEAK6’s Strategy Inc MSTR Stock Holding History

PEAK6’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 		$33.2M Sell
381,500
-257,000
-40% -$37.3M 0.07% 234
2026
Q1 		$79.7M Sell
638,500
-72,900
-10% -$10.4M 0.19% 96
2025
Q4 		$108M Sell
711,400
-338,000
-32% -$77.8M 0.2% 90
2025
Q3 		$338M Sell
1,049,400
-318,200
-23% -$118M 0.5% 38
2025
Q2 		$553M Buy
1,367,600
+196,000
+17% +$71.4M 1.02% 13
2025
Q1 		$338M Sell
1,171,600
-394,400
-25% -$125M 0.76% 18
2024
Q4 		$454M Buy
+1,566,000
New +$471M 0.95% 16

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

PEAK6's MSTR Position: Q2 2026 in Review

PEAK6 opened a new position in Strategy Inc (MSTR) in Q2 2026: 388,347 shares worth $33.8M. The stake represents 0.07% of the portfolio and ranks #230 among its holdings. This is a return to the name: PEAK6 previously reported a position in MSTR as recently as Q4 2025.

PEAK6 first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $129M in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • PEAK6 held 388,347 shares of Strategy Inc worth $33.8M as of Q2 2026.
  • Strategy Inc was a new PEAK6 position in Q2 2026.
  • Strategy Inc made up 0.07% of PEAK6's portfolio in Q2 2026, its #230 holding.
  • PEAK6 first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • PEAK6's Strategy Inc position peaked at $129M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.