Red Reef Advisors’s Strategy Inc MSTR Stock Holding History

Red Reef Advisors’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	$387K	Buy	3,097 +657	+27%	+$93.9K	0.4%	78
2025 Q4	$371K	Buy	+2,440	New	+$562K	0.38%	85

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

Red Reef Advisors's MSTR Position: Q1 2026 in Review

Red Reef Advisors increased its Strategy Inc (MSTR) stake by 27% in Q1 2026, buying an estimated $93.9K and bringing the position to 3,097 shares worth $387K. The position accounts for 0.4% of the portfolio, ranked #78.

Red Reef Advisors first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Red Reef Advisors held 3,097 shares of Strategy Inc worth $387K as of Q1 2026.
Red Reef Advisors bought 657 Strategy Inc shares in Q1 2026, an estimated $93.9K.
Strategy Inc made up 0.4% of Red Reef Advisors's portfolio in Q1 2026, its #78 holding.
Red Reef Advisors first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.