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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
Q2 		$306K Sell
3,524
-1,234
-26% -$179K ﹤0.01% 886
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 $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

SignatureFD's MSTR Position: Q2 2026 in Review

SignatureFD reduced its Strategy Inc (MSTR) stake by 26% in Q2 2026, selling an estimated $179K and leaving 3,524 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

SignatureFD first reported a position in MSTR in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.7M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • SignatureFD held 3,524 shares of Strategy Inc worth $306K as of Q2 2026.
  • SignatureFD sold 1,234 Strategy Inc shares in Q2 2026, an estimated $179K.
  • Strategy Inc made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #886 holding.
  • SignatureFD first reported a position in Strategy Inc in Q1 2016 and has held it in 27 quarters since.
  • SignatureFD's Strategy Inc position peaked at $1.7M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.