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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
Q2 		$435 Sell
5
-16
-76% -$2.32K ﹤0.01% 1047
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 $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 $3.38T AUM 44.17% 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

Stone House Investment Management's MSTR Position: Q2 2026 in Review

Stone House Investment Management reduced its Strategy Inc (MSTR) stake by 76% in Q2 2026, selling an estimated $2.32K and leaving 5 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Stone House Investment Management first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.62K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Stone House Investment Management held 5 shares of Strategy Inc worth $435 as of Q2 2026.
  • Stone House Investment Management sold 16 Strategy Inc shares in Q2 2026, an estimated $2.32K.
  • Strategy Inc made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1047 holding.
  • Stone House Investment Management first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Stone House Investment Management's Strategy Inc position peaked at $2.62K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.