PS
MSTR icon

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
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 $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

Pinney & Scofield's MSTR Position: Q1 2026 in Review

Pinney & Scofield held its Strategy Inc (MSTR) position steady in Q1 2026 at 25 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Pinney & Scofield first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Pinney & Scofield held 25 shares of Strategy Inc worth $3.12K as of Q1 2026.
  • Pinney & Scofield left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up ﹤0.01% of Pinney & Scofield's portfolio in Q1 2026, its #211 holding.
  • Pinney & Scofield first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Strategy Inc position peaked at $10.1K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.