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Sound Income Strategies’s Strategy Inc MSTR Stock Holding History

Sound Income Strategies’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 		– Sell
-144
Closed -$17.7K – 1672
2026
Q1 		$17.7K Hold
144
– – ﹤0.01% 1240
2025
Q4 		$25K Buy
144
+82
+132% +$18.9K ﹤0.01% 1062
2025
Q3 		$19.9K Buy
62
+42
+210% +$15.6K ﹤0.01% 811
2025
Q2 		$8.09K Hold
20
– – ﹤0.01% 989
2025
Q1 		$5.76K Hold
20
– – ﹤0.01% 1033
2024
Q4 		$5.79K Buy
+20
New +$6.02K ﹤0.01% 959

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's MSTR Position: Q2 2026 in Review

Sound Income Strategies sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 144 shares — an estimated $17.7K sold.

Sound Income Strategies first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $25K in Q4 2025. 668 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sound Income Strategies reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 144 Strategy Inc shares in Q2 2026, an estimated $17.7K.
  • Sound Income Strategies first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
  • Sound Income Strategies's Strategy Inc position peaked at $25K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.