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 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ShariaPortfolio's MSTR Position: Q1 2026 in Review

ShariaPortfolio reduced its Strategy Inc (MSTR) stake by 15% in Q1 2026, selling an estimated $3.23M and leaving 127,758 shares worth $15.9M. The position accounts for 7.06% of the portfolio, ranked #6.

ShariaPortfolio first reported a position in MSTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $36.4M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

ShariaPortfolio held 127,758 shares of Strategy Inc worth $15.9M as of Q1 2026.
ShariaPortfolio sold 22,567 Strategy Inc shares in Q1 2026, an estimated $3.23M.
Strategy Inc made up 7.06% of ShariaPortfolio's portfolio in Q1 2026, its #6 holding.
ShariaPortfolio first reported a position in Strategy Inc in Q3 2023 and has held it in 11 quarters since.
ShariaPortfolio's Strategy Inc position peaked at $36.4M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on ShariaPortfolio's 13F filing for Q1 2026, filed 12 Jun 2026.