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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
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 $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

Smartleaf Asset Management's MSTR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Strategy Inc (MSTR) stake by 29% in Q1 2026, buying an estimated $56K and bringing the position to 1,721 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #767.

Smartleaf Asset Management first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $383K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Smartleaf Asset Management held 1,721 shares of Strategy Inc worth $209K as of Q1 2026.
  • Smartleaf Asset Management bought 392 Strategy Inc shares in Q1 2026, an estimated $56K.
  • Strategy Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #767 holding.
  • Smartleaf Asset Management first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Strategy Inc position peaked at $383K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.