S
MSTR icon

ShariaPortfolio’s Strategy Inc MSTR Stock Holding History

ShariaPortfolio’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 		$13M Buy
149,236
+21,478
+17% +$3.12M 4.59% 6
2026
Q1 		$15.9M Sell
127,758
-22,567
-15% -$3.23M 7.06% 6
2025
Q4 		$22.8M Buy
150,325
+43,833
+41% +$10.1M 9.62% 5
2025
Q3 		$34.3M Buy
106,492
+16,354
+18% +$6.07M 13.13% 3
2025
Q2 		$36.4M Buy
90,138
+2,541
+3% +$926K 15.6% 2
2025
Q1 		$25.3M Sell
87,597
-7,718
-8% -$2.45M 13.12% 4
2024
Q4 		$27.6M Sell
95,315
-21,558
-18% -$6.49M 13.08% 3
2024
Q3 		$19.7M Buy
116,873
+21,173
+22% +$3.03M 10.48% 4
2024
Q2 		$13.2M Buy
95,700
+19,570
+26% +$2.82M 7.11% 5
2024
Q1 		$13M Buy
76,130
+64,300
+544% +$5.86M 7.48% 6
2023
Q4 		$747K Buy
11,830
+2,080
+21% +$98.6K 0.51% 29
2023
Q3 		$320K Buy
+9,750
New +$367K 0.25% 37

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

ShariaPortfolio's MSTR Position: Q2 2026 in Review

ShariaPortfolio increased its Strategy Inc (MSTR) stake by 17% in Q2 2026, buying an estimated $3.12M and bringing the position to 149,236 shares worth $13M. The position accounts for 4.59% of the portfolio, ranked #6.

ShariaPortfolio first reported a position in MSTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.4M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • ShariaPortfolio held 149,236 shares of Strategy Inc worth $13M as of Q2 2026.
  • ShariaPortfolio bought 21,478 Strategy Inc shares in Q2 2026, an estimated $3.12M.
  • Strategy Inc made up 4.59% of ShariaPortfolio's portfolio in Q2 2026, its #6 holding.
  • ShariaPortfolio first reported a position in Strategy Inc in Q3 2023 and has held it in 12 quarters since.
  • ShariaPortfolio's Strategy Inc position peaked at $36.4M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on ShariaPortfolio's 13F filing for Q2 2026, filed 11 Aug 2026.