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MSTR icon

SignatureFD’s Strategy Inc MSTR Stock Holding History

SignatureFD’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 		$594K Buy
4,758
+2,379
+100% +$340K 0.01% 548
2025
Q4 		$361K Sell
2,379
-1,400
-37% -$322K 0.01% 712
2025
Q3 		$1.22M Sell
3,779
-420
-10% -$156K 0.02% 330
2025
Q2 		$1.7M Buy
4,199
+1,103
+36% +$402K 0.03% 239
2025
Q1 		$893K Buy
3,096
+602
+24% +$191K 0.02% 375
2024
Q4 		$722K Buy
2,494
+1,867
+298% +$562K 0.01% 411
2024
Q3 		$106K Buy
627
+127
+25% +$18.2K ﹤0.01% 1189
2024
Q2 		$68.9K Buy
500
+60
+14% +$8.64K ﹤0.01% 1354
2024
Q1 		$75K Sell
440
-190
-30% -$17.3K ﹤0.01% 1345
2023
Q4 		$39.8K Buy
630
+290
+85% +$13.7K ﹤0.01% 1586
2023
Q3 		$11.2K Sell
340
-200
-37% -$7.53K ﹤0.01% 2148
2023
Q2 		$18.5K Buy
540
+200
+59% +$6.06K ﹤0.01% 1929
2023
Q1 		$9.94K Sell
340
-10
-3% -$244 ﹤0.01% 2213
2022
Q4 		$4.96K Buy
350
+20
+6% +$409 ﹤0.01% 2488
2022
Q3 		$7K Sell
330
-50
-13% -$1.25K ﹤0.01% 2256
2022
Q2 		$6K Sell
380
-40
-10% -$1.16K ﹤0.01% 2387
2022
Q1 		$20K Buy
420
+30
+8% +$1.3K ﹤0.01% 1834
2021
Q4 		$21K Sell
390
-20
-5% -$1.38K ﹤0.01% 1772
2021
Q3 		$24K Buy
410
+240
+141% +$15.4K ﹤0.01% 1679
2021
Q2 		$11K Sell
170
-730
-81% -$43.2K ﹤0.01% 1945
2021
Q1 		$61K Sell
900
-30
-3% -$2.12K ﹤0.01% 1090
2020
Q4 		$36K Buy
930
+670
+258% +$15.6K ﹤0.01% 1224
2020
Q3 		$4K Buy
260
+10
+4% +$135 ﹤0.01% 1979
2020
Q2 		$3K Buy
250
+160
+178% +$1.95K ﹤0.01% 1998
2020
Q1 		$1K Buy
+90
New +$1.22K ﹤0.01% 2149
2016
Q2 		– Sell
-200
Closed -$4K – 1483
2016
Q1 		$4K Buy
+200
New +$3.24K ﹤0.01% 1050

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

SignatureFD's MSTR Position: Q1 2026 in Review

SignatureFD increased its Strategy Inc (MSTR) stake by 100% in Q1 2026, buying an estimated $340K and bringing the position to 4,758 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #548.

SignatureFD first reported a position in MSTR in Q1 2016 and has held it in 26 quarters since. The position peaked at $1.7M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • SignatureFD held 4,758 shares of Strategy Inc worth $594K as of Q1 2026.
  • SignatureFD bought 2,379 Strategy Inc shares in Q1 2026, an estimated $340K.
  • Strategy Inc made up 0.01% of SignatureFD's portfolio in Q1 2026, its #548 holding.
  • SignatureFD first reported a position in Strategy Inc in Q1 2016 and has held it in 26 quarters since.
  • SignatureFD's Strategy Inc position peaked at $1.7M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.