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Royal Fund Management’s Strategy Inc MSTR Stock Holding History

Royal Fund 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
Q1 		– Sell
-2,077
Closed -$316K – 328
2025
Q4 		$316K Buy
2,077
+108
+5% +$24.9K 0.03% 240
2025
Q3 		$634K Sell
1,969
-1,623
-45% -$602K 0.08% 180
2025
Q2 		$1.45M Buy
3,592
+1,400
+64% +$510K 0.14% 168
2025
Q1 		$632K Buy
2,192
+1,092
+99% +$347K 0.07% 222
2024
Q4 		$319K Sell
1,100
-140
-11% -$42.1K 0.03% 231
2024
Q3 		$209K Buy
+1,240
New +$177K 0.01% 305

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

Royal Fund Management's MSTR Position: Q1 2026 in Review

Royal Fund Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 2,077 shares — an estimated $316K sold.

Royal Fund Management first reported a position in MSTR in Q3 2024 and held it in 6 quarters. The position peaked at $1.45M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Royal Fund Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Royal Fund Management sold 2,077 Strategy Inc shares in Q1 2026, an estimated $316K.
  • Royal Fund Management first reported a position in Strategy Inc in Q3 2024 and held it in 6 quarters.
  • Royal Fund Management's Strategy Inc position peaked at $1.45M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Royal Fund Management's 13F filing for Q1 2026, filed 19 May 2026.