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Sky-Mountain Capital Management’s Strategy Inc MSTR Stock Holding History

Sky-Mountain Capital Management’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 		$1.16M Hold
13,382
– – 0.83% 18
2026
Q1 		$1.67M Sell
13,382
-135
-1% -$19.3K 1.2% 12
2025
Q4 		$2.17M Sell
13,517
-1,390
-9% -$320K 1.44% 10
2025
Q3 		$4.19M Sell
14,907
-21,522
-59% -$7.98M 2.92% 6
2025
Q2 		$14.6M Buy
36,429
+487
+1% +$177K 9.73% 4
2025
Q1 		$10.4M Buy
+35,942
New +$11.4M 8.77% 4

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

Sky-Mountain Capital Management's MSTR Position: Q2 2026 in Review

Sky-Mountain Capital Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 13,382 shares worth $1.16M. The position accounts for 0.83% of the portfolio, ranked #18.

Sky-Mountain Capital Management first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.6M in Q2 2025. 848 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sky-Mountain Capital Management held 13,382 shares of Strategy Inc worth $1.16M as of Q2 2026.
  • Sky-Mountain Capital Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.83% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #18 holding.
  • Sky-Mountain Capital Management first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Sky-Mountain Capital Management's Strategy Inc position peaked at $14.6M in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.