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Prelude Capital Management’s Strategy Inc MSTR Stock Holding History

Prelude Capital 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
2021
Q4 		– Sell
-9,000
Closed -$521K – 2153
2021
Q3 		$521K Sell
9,000
-5,000
-36% -$321K 0.01% 873
2021
Q2 		$802K Buy
14,000
+4,000
+40% +$237K 0.02% 725
2021
Q1 		$679K Hold
10,000
– – 0.02% 763
2020
Q4 		$389K Buy
+10,000
New +$234K 0.01% 813

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

Prelude Capital Management's MSTR Position: Q1 2026 in Review

Prelude Capital Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 13,303 shares — an estimated $2.03M sold.

Prelude Capital Management first reported a position in MSTR in Q4 2013 and held it in 30 quarters. The position peaked at $2.03M in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Prelude Capital Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 13,303 Strategy Inc shares in Q1 2026, an estimated $2.03M.
  • Prelude Capital Management first reported a position in Strategy Inc in Q4 2013 and held it in 30 quarters.
  • Prelude Capital Management's Strategy Inc position peaked at $2.03M in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.