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Ritholtz Wealth Management’s Strategy Inc MSTR Stock Holding History

Ritholtz Wealth 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
2026
Q2 		$313K Sell
3,595
-659
-15% -$95.7K ﹤0.01% 1035
2026
Q1 		$531K Buy
+4,254
New +$608K 0.01% 771
2025
Q4 		– Sell
-3,286
Closed -$1.06M – 1157
2025
Q3 		$1.06M Buy
3,286
+1,499
+84% +$556K 0.02% 482
2025
Q2 		$722K Buy
+1,787
New +$651K 0.02% 532

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

Ritholtz Wealth Management's MSTR Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Strategy Inc (MSTR) stake by 15% in Q2 2026, selling an estimated $95.7K and leaving 3,595 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Ritholtz Wealth Management first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Ritholtz Wealth Management held 3,595 shares of Strategy Inc worth $313K as of Q2 2026.
  • Ritholtz Wealth Management sold 659 Strategy Inc shares in Q2 2026, an estimated $95.7K.
  • Strategy Inc made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1035 holding.
  • Ritholtz Wealth Management first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Strategy Inc position peaked at $1.06M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.