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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
Q2 		$430K Buy
4,949
+1,677
+51% +$243K 0.01% 1151
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's MSTR Position: Q2 2026 in Review

Principal Securities increased its Strategy Inc (MSTR) stake by 51% in Q2 2026, buying an estimated $243K and bringing the position to 4,949 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #1151.

Principal Securities first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $675K in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Principal Securities held 4,949 shares of Strategy Inc worth $430K as of Q2 2026.
  • Principal Securities bought 1,677 Strategy Inc shares in Q2 2026, an estimated $243K.
  • Strategy Inc made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1151 holding.
  • Principal Securities first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Strategy Inc position peaked at $675K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.