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Pine Grove Financial Group’s Strategy Inc MSTR Stock Holding History

Pine Grove Financial 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 		– Sell
-1,814
Closed -$226K – 226
2026
Q1 		$226K Buy
1,814
+277
+18% +$39.6K 0.03% 174
2025
Q4 		$234K Buy
+1,537
New +$354K 0.03% 170

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

Pine Grove Financial Group's MSTR Position: Q2 2026 in Review

Pine Grove Financial Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,814 shares — an estimated $226K sold.

Pine Grove Financial Group first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Pine Grove Financial Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Pine Grove Financial Group sold 1,814 Strategy Inc shares in Q2 2026, an estimated $226K.
  • Pine Grove Financial Group first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
  • Pine Grove Financial Group's Strategy Inc position peaked at $234K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.