Ross\Johnson & Associates’s Strategy Inc MSTR Stock Holding History

Ross\Johnson & Associates’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	–	Sell	-1	Closed	-$152	–	302
2025 Q4	$152	Buy	+1	New	+$230	﹤0.01%	274

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

Ross\Johnson & Associates's MSTR Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1 share — an estimated $152 sold.

Ross\Johnson & Associates first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $152 in Q4 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Ross\Johnson & Associates reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Ross\Johnson & Associates sold 1 Strategy Inc share in Q1 2026, an estimated $152.
Ross\Johnson & Associates first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
Ross\Johnson & Associates's Strategy Inc position peaked at $152 in Q4 2025.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.