SHIM
MSTR icon

Stone House Investment Management’s Strategy Inc MSTR Stock Holding History

Stone House Investment 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 		$2.62K Buy
+21
New +$3K ﹤0.01% 556
2025
Q4 		– Sell
-6
Closed -$1.93K – 904
2025
Q3 		$1.93K Buy
6
+3
+100% +$1.11K ﹤0.01% 492
2025
Q2 		$1.21K Buy
+3
New +$1.09K ﹤0.01% 440

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

Stone House Investment Management's MSTR Position: Q1 2026 in Review

Stone House Investment Management opened a new position in Strategy Inc (MSTR) in Q1 2026: 21 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Stone House Investment Management previously reported a position in MSTR as recently as Q3 2025.

Stone House Investment Management first reported a position in MSTR in Q2 2025 and has held it in 3 quarters since. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Stone House Investment Management held 21 shares of Strategy Inc worth $2.62K as of Q1 2026.
  • Strategy Inc was a new Stone House Investment Management position in Q1 2026.
  • Strategy Inc made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #556 holding.
  • Stone House Investment Management first reported a position in Strategy Inc in Q2 2025 and has held it in 3 quarters since.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.