SMH
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Sanders Morris Harris’s Strategy Inc MSTR Stock Holding History

Sanders Morris Harris’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 		– Sell
-2,000
Closed -$250K – 204
2026
Q1 		$250K Buy
+2,000
New +$286K 0.04% 248
2025
Q4 		– Sell
-1,000
Closed -$322K – 202
2025
Q3 		$322K Hold
1,000
– – 0.04% 221
2025
Q2 		$404K Buy
+1,000
New +$364K 0.1% 81

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

Sanders Morris Harris's MSTR Position: Q2 2026 in Review

Sanders Morris Harris sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,000 shares — an estimated $250K sold.

Sanders Morris Harris first reported a position in MSTR in Q2 2025 and held it in 3 quarters. The position peaked at $404K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sanders Morris Harris reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 2,000 Strategy Inc shares in Q2 2026, an estimated $250K.
  • Sanders Morris Harris first reported a position in Strategy Inc in Q2 2025 and held it in 3 quarters.
  • Sanders Morris Harris's Strategy Inc position peaked at $404K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.