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PFG Investments’s Strategy Inc MSTR Stock Holding History

PFG Investments’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 		$798K Buy
9,182
+2,048
+29% +$297K 0.03% 473
2026
Q1 		$890K Buy
7,134
+817
+13% +$117K 0.04% 389
2025
Q4 		$960K Buy
6,317
+3,137
+99% +$722K 0.05% 356
2025
Q3 		$1.02M Buy
3,180
+556
+21% +$206K 0.05% 325
2025
Q2 		$1.06M Sell
2,624
-60
-2% -$21.9K 0.06% 293
2025
Q1 		$774K Sell
2,684
-424
-14% -$135K 0.05% 359
2024
Q4 		$900K Buy
+3,108
New +$935K 0.06% 319

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

PFG Investments's MSTR Position: Q2 2026 in Review

PFG Investments increased its Strategy Inc (MSTR) stake by 29% in Q2 2026, buying an estimated $297K and bringing the position to 9,182 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #473.

PFG Investments first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • PFG Investments held 9,182 shares of Strategy Inc worth $798K as of Q2 2026.
  • PFG Investments bought 2,048 Strategy Inc shares in Q2 2026, an estimated $297K.
  • Strategy Inc made up 0.03% of PFG Investments's portfolio in Q2 2026, its #473 holding.
  • PFG Investments first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • PFG Investments's Strategy Inc position peaked at $1.06M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.