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Sittner & Nelson’s Strategy Inc MSTR Stock Holding History

Sittner & Nelson’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 		$1.3K Hold
15
– – ﹤0.01% 556
2026
Q1 		$1.87K Sell
15
-15
-50% -$2.14K ﹤0.01% 518
2025
Q4 		$4.05K Buy
30
+15
+100% +$3.45K ﹤0.01% 449
2025
Q3 		$4.83K Buy
+15
New +$5.57K ﹤0.01% 407
2022
Q1 		– Sell
-700
Closed -$38K – 446
2021
Q4 		$38K Buy
+700
New +$48.1K 0.02% 224

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

Sittner & Nelson's MSTR Position: Q2 2026 in Review

Sittner & Nelson held its Strategy Inc (MSTR) position steady in Q2 2026 at 15 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Sittner & Nelson first reported a position in MSTR in Q4 2021 and has held it in 5 quarters since. The position peaked at $38K in Q4 2021. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sittner & Nelson held 15 shares of Strategy Inc worth $1.3K as of Q2 2026.
  • Sittner & Nelson left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #556 holding.
  • Sittner & Nelson first reported a position in Strategy Inc in Q4 2021 and has held it in 5 quarters since.
  • Sittner & Nelson's Strategy Inc position peaked at $38K in Q4 2021.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.