PS
MSTR icon

Principal Securities’s Strategy Inc MSTR Stock Holding History

Principal Securities’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 		$408K Buy
3,272
+537
+20% +$76.8K 0.01% 1066
2025
Q4 		$416K Buy
2,735
+640
+31% +$147K 0.01% 1009
2025
Q3 		$675K Buy
2,095
+438
+26% +$163K 0.01% 798
2025
Q2 		$670K Buy
1,657
+446
+37% +$162K 0.01% 743
2025
Q1 		$351K Hold
1,211
– – 0.01% 908
2024
Q4 		$351K Buy
1,211
+688
+132% +$207K 0.01% 903
2024
Q3 		$88.2K Buy
523
+53
+11% +$7.58K ﹤0.01% 1457
2024
Q2 		$64.7K Hold
470
– – ﹤0.01% 1496
2024
Q1 		$80.1K Sell
470
-20
-4% -$1.82K ﹤0.01% 1368
2023
Q4 		$30.9K Buy
+490
New +$23.2K ﹤0.01% 1703

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

Principal Securities's MSTR Position: Q1 2026 in Review

Principal Securities increased its Strategy Inc (MSTR) stake by 20% in Q1 2026, buying an estimated $76.8K and bringing the position to 3,272 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1066.

Principal Securities first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $675K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Principal Securities held 3,272 shares of Strategy Inc worth $408K as of Q1 2026.
  • Principal Securities bought 537 Strategy Inc shares in Q1 2026, an estimated $76.8K.
  • Strategy Inc made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1066 holding.
  • Principal Securities first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Strategy Inc position peaked at $675K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.