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
2022 Q3	–	Sell	-100,000	Closed	-$1.64M	–	1805
2022 Q2	$1.64M	Buy	100,000 +90,000	+900%	+$2.6M	0.05%	360
2022 Q1	$486K	Buy	+10,000	New	+$433K	0.01%	881
2021 Q4	–	Sell	-8,000	Closed	-$463K	–	2154
2021 Q3	$463K	Buy	8,000 +2,000	+33%	+$128K	0.01%	939
2021 Q2	$329K	Buy	6,000 +3,000	+100%	+$177K	0.01%	1157
2021 Q1	$204K	Sell	3,000 -30,000	-91%	-$2.12M	0.01%	1320
2020 Q4	$1.28M	Buy	+33,000	New	+$771K	0.03%	405

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.