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Rossby Financial’s Strategy Inc MSTR Stock Holding History

Rossby Financial’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 		$149K Buy
1,215
+5
+0.4% +$715 0.03% 444
2025
Q4 		$184K Buy
1,210
+7
+0.6% +$1.61K 0.06% 294
2025
Q3 		$407K Hold
1,203
– – 0.13% 144
2025
Q2 		$486K Sell
1,203
-247
-17% -$90K 0.18% 116
2025
Q1 		$535K Hold
1,450
– – 0.23% 89
2024
Q4 		$420K Buy
+1,450
New +$436K 0.26% 98

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

Rossby Financial's MSTR Position: Q1 2026 in Review

Rossby Financial increased its Strategy Inc (MSTR) stake by 0.41% in Q1 2026, buying an estimated $715 and bringing the position to 1,215 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #444.

Rossby Financial first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $535K in Q1 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Rossby Financial held 1,215 shares of Strategy Inc worth $149K as of Q1 2026.
  • Rossby Financial bought 5 Strategy Inc shares in Q1 2026, an estimated $715.
  • Strategy Inc made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #444 holding.
  • Rossby Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Strategy Inc position peaked at $535K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.