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Pinney & Scofield’s Strategy Inc MSTR Stock Holding History

Pinney & Scofield’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 		$2.17K Hold
25
– – ﹤0.01% 213
2026
Q1 		$3.12K Hold
25
– – ﹤0.01% 211
2025
Q4 		$3.8K Hold
25
– – ﹤0.01% 187
2025
Q3 		$8.05K Hold
25
– – 0.01% 180
2025
Q2 		$10.1K Hold
25
– – 0.01% 175
2025
Q1 		$7.21K Hold
25
– – 0.01% 180
2024
Q4 		$7.24K Buy
+25
New +$7.52K 0.01% 183

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

Pinney & Scofield's MSTR Position: Q2 2026 in Review

Pinney & Scofield held its Strategy Inc (MSTR) position steady in Q2 2026 at 25 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Pinney & Scofield first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Pinney & Scofield held 25 shares of Strategy Inc worth $2.17K as of Q2 2026.
  • Pinney & Scofield left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Pinney & Scofield's portfolio in Q2 2026, its #213 holding.
  • Pinney & Scofield first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Strategy Inc position peaked at $10.1K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.