PKO Investment Management Joint-Stock’s Strategy Inc MSTR Stock Holding History

PKO Investment Management Joint-Stock’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	$869K	Buy	10,000 +5,000	+100%	+$726K	0.06%	185
2026 Q1	$624K	Sell	5,000 -13,000	-72%	-$1.86M	0.05%	183
2025 Q4	$2.74M	Buy	18,000 +3,000	+20%	+$691K	0.22%	94
2025 Q3	$4.83M	Buy	15,000 +5,000	+50%	+$1.86M	0.41%	53
2025 Q2	$4.04M	Buy	+10,000	New	+$3.64M	0.43%	55

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PKO Investment Management Joint-Stock's MSTR Position: Q2 2026 in Review

PKO Investment Management Joint-Stock increased its Strategy Inc (MSTR) stake by 100% in Q2 2026, buying an estimated $726K and bringing the position to 10,000 shares worth $869K. The position accounts for 0.06% of the portfolio, ranked #185.

PKO Investment Management Joint-Stock first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.83M in Q3 2025. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

PKO Investment Management Joint-Stock held 10,000 shares of Strategy Inc worth $869K as of Q2 2026.
PKO Investment Management Joint-Stock bought 5,000 Strategy Inc shares in Q2 2026, an estimated $726K.
Strategy Inc made up 0.06% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #185 holding.
PKO Investment Management Joint-Stock first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
PKO Investment Management Joint-Stock's Strategy Inc position peaked at $4.83M in Q3 2025.
269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.