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Riverview Capital Advisers’s Strategy Inc MSTR Stock Holding History

Riverview Capital Advisers’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 		$238K Hold
1,908
– – 0.08% 76
2025
Q4 		$290K Hold
1,908
– – 0.09% 76
2025
Q3 		$615K Hold
1,908
– – 0.18% 65
2025
Q2 		$771K Hold
1,908
– – 0.22% 64
2025
Q1 		$550K Hold
1,908
– – 0.17% 67
2024
Q4 		$553K Sell
1,908
-122
-6% -$36.7K 0.17% 67
2024
Q3 		$342K Hold
2,030
– – 0.11% 73
2024
Q2 		$280K Hold
2,030
– – 0.09% 77
2024
Q1 		$346K Sell
2,030
-1,300
-39% -$119K 0.12% 70
2023
Q4 		$210K Buy
+3,330
New +$158K 0.08% 79

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

Riverview Capital Advisers's MSTR Position: Q1 2026 in Review

Riverview Capital Advisers held its Strategy Inc (MSTR) position steady in Q1 2026 at 1,908 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #76.

Riverview Capital Advisers first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $771K in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Riverview Capital Advisers held 1,908 shares of Strategy Inc worth $238K as of Q1 2026.
  • Riverview Capital Advisers left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up 0.08% of Riverview Capital Advisers's portfolio in Q1 2026, its #76 holding.
  • Riverview Capital Advisers first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Riverview Capital Advisers's Strategy Inc position peaked at $771K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.