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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
Q2 		$1.56K Sell
18
-1,197
-99% -$174K ﹤0.01% 1802
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 $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

Rossby Financial's MSTR Position: Q2 2026 in Review

Rossby Financial reduced its Strategy Inc (MSTR) stake by 99% in Q2 2026, selling an estimated $174K and leaving 18 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Rossby Financial first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $535K in Q1 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Rossby Financial held 18 shares of Strategy Inc worth $1.56K as of Q2 2026.
  • Rossby Financial sold 1,197 Strategy Inc shares in Q2 2026, an estimated $174K.
  • Strategy Inc made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1802 holding.
  • Rossby Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Strategy Inc position peaked at $535K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.