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Phoenix Financial’s Strategy Inc MSTR Stock Holding History

Phoenix Financial’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
-2,243
Closed -$340K – 519
2025
Q4 		$340K Buy
2,243
+797
+55% +$183K ﹤0.01% 359
2025
Q3 		$465K Buy
1,446
+398
+38% +$148K 0.01% 308
2025
Q2 		$422K Buy
1,048
+15
+1% +$5.46K 0.01% 299
2025
Q1 		$298K Sell
1,033
-720
-41% -$229K ﹤0.01% 302
2024
Q4 		$512K Sell
1,753
-367
-17% -$110K 0.01% 257
2024
Q3 		$357K Buy
2,120
+10
+0.5% +$1.43K 0.01% 277
2024
Q2 		$315K Buy
2,110
+910
+76% +$131K ﹤0.01% 285
2024
Q1 		$204K Buy
+1,200
New +$109K ﹤0.01% 379

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's MSTR Position: Q1 2026 in Review

Phoenix Financial sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 2,243 shares — an estimated $340K sold.

Phoenix Financial first reported a position in MSTR in Q1 2024 and held it in 8 quarters. The position peaked at $512K in Q4 2024. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Phoenix Financial reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 2,243 Strategy Inc shares in Q1 2026, an estimated $340K.
  • Phoenix Financial first reported a position in Strategy Inc in Q1 2024 and held it in 8 quarters.
  • Phoenix Financial's Strategy Inc position peaked at $512K in Q4 2024.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.