Ray Dalio
MSTR icon

Ray Dalio’s Strategy Inc MSTR Stock Holding History

Ray Dalio’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 		$484K Hold
5,568
– – ﹤0.01% 925
2026
Q1 		$695K Sell
5,568
-4,426
-44% -$633K ﹤0.01% 844
2025
Q4 		$1.52M Hold
9,994
– – 0.01% 820
2025
Q3 		$3.22M Buy
9,994
+2,830
+40% +$1.05M 0.01% 599
2025
Q2 		$2.9M Buy
7,164
+950
+15% +$346K 0.01% 383
2025
Q1 		$1.79M Buy
+6,214
New +$1.97M 0.01% 467

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 $3.38T AUM 44.17% 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

Ray Dalio's MSTR Position: Q2 2026 in Review

Ray Dalio held its Strategy Inc (MSTR) position steady in Q2 2026 at 5,568 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Ray Dalio first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.22M in Q3 2025. 854 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Ray Dalio held 5,568 shares of Strategy Inc worth $484K as of Q2 2026.
  • Ray Dalio left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #925 holding.
  • Ray Dalio first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Ray Dalio's Strategy Inc position peaked at $3.22M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.