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Pinnacle Wealth Management’s Strategy Inc MSTR Stock Holding History

Pinnacle Wealth Management’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
-6,982
Closed -$1.06M – 36
2025
Q4 		$1.06M Buy
6,982
+740
+12% +$170K 0.71% 35
2025
Q3 		$2.01M Sell
6,242
-421
-6% -$156K 1.36% 28
2025
Q2 		$2.69M Buy
6,663
+5,964
+853% +$2.17M 2.25% 18
2025
Q1 		$202K Sell
699
-6,441
-90% -$2.05M 0.23% 62
2024
Q4 		$2.07M Buy
+7,140
New +$2.15M 2.3% 21

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Wealth Management's MSTR Position: Q1 2026 in Review

Pinnacle Wealth Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 6,982 shares — an estimated $1.06M sold.

Pinnacle Wealth Management first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $2.69M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Pinnacle Wealth Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management sold 6,982 Strategy Inc shares in Q1 2026, an estimated $1.06M.
  • Pinnacle Wealth Management first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Pinnacle Wealth Management's Strategy Inc position peaked at $2.69M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Pinnacle Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.