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Pin Oak Investment Advisors’s Strategy Inc MSTR Stock Holding History

Pin Oak Investment Advisors’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 		$48K Buy
548
+1
+0.2% +$145 0.03% 221
2026
Q1 		$68K Sell
547
-656
-55% -$93.8K 0.05% 179
2025
Q4 		$162K Hold
1,203
– – 0.11% 124
2025
Q3 		$388K Buy
1,203
+412
+52% +$153K 0.28% 68
2025
Q2 		$228K Buy
791
+223
+39% +$81.2K 0.19% 81
2025
Q1 		$229K Buy
568
+278
+96% +$88.3K 0.17% 87
2024
Q4 		$49K Hold
290
– – 0.04% 183
2024
Q3 		$48K Hold
290
– – 0.04% 185
2024
Q2 		$40K Buy
+290
New +$41.8K 0.04% 194

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

Pin Oak Investment Advisors's MSTR Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Strategy Inc (MSTR) stake by 0.18% in Q2 2026, buying an estimated $145 and bringing the position to 548 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #221.

Pin Oak Investment Advisors first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $388K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Pin Oak Investment Advisors held 548 shares of Strategy Inc worth $48K as of Q2 2026.
  • Pin Oak Investment Advisors bought 1 Strategy Inc share in Q2 2026, an estimated $145.
  • Strategy Inc made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Pin Oak Investment Advisors first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
  • Pin Oak Investment Advisors's Strategy Inc position peaked at $388K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.