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Smartleaf Asset Management’s Strategy Inc MSTR Stock Holding History

Smartleaf Asset 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 		$160K Hold
1,721
– – 0.01% 936
2026
Q1 		$209K Buy
1,721
+392
+29% +$56K 0.01% 767
2025
Q4 		$207K Buy
1,329
+157
+13% +$36.1K 0.01% 787
2025
Q3 		$383K Buy
1,172
+589
+101% +$219K 0.02% 541
2025
Q2 		$224K Sell
583
-113
-16% -$41.2K 0.02% 551
2025
Q1 		$201K Sell
696
-46
-6% -$14.6K 0.02% 569
2024
Q4 		$225K Buy
742
+384
+107% +$116K 0.02% 504
2024
Q3 		$63.1K Buy
358
+138
+63% +$19.7K 0.01% 842
2024
Q2 		$33.6K Buy
+220
New +$31.7K 0.01% 849

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

Smartleaf Asset Management's MSTR Position: Q2 2026 in Review

Smartleaf Asset Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 1,721 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #936.

Smartleaf Asset Management first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $383K in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Smartleaf Asset Management held 1,721 shares of Strategy Inc worth $160K as of Q2 2026.
  • Smartleaf Asset Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #936 holding.
  • Smartleaf Asset Management first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Strategy Inc position peaked at $383K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.