Pinney & Scofield
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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
Q3 		$3.83K Hold
25
– – ﹤0.01% 212
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 		$8.06K 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 $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Pinney & Scofield's MSTR Position: Q3 2026 in Review

Pinney & Scofield held its Strategy Inc (MSTR) position steady in Q3 2026 at 25 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Pinney & Scofield first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.1K in Q2 2025. 745 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Pinney & Scofield held 25 shares of Strategy Inc worth $3.83K as of Q3 2026.
  • Pinney & Scofield left its Strategy Inc share count unchanged in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Pinney & Scofield's portfolio in Q3 2026, its #212 holding.
  • Pinney & Scofield first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • Pinney & Scofield's Strategy Inc position peaked at $10.1K in Q2 2025.
  • 745 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.