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StoneX Group’s Strategy Inc MSTR Stock Holding History

StoneX Group’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 		– Sell
-3,316
Closed -$504K – 1131
2025
Q4 		$504K Sell
3,316
-10,306
-76% -$2.37M 0.02% 530
2025
Q3 		$4.39M Buy
13,622
+2,955
+28% +$1.1M 0.19% 107
2025
Q2 		$4.31M Sell
10,667
-215
-2% -$78.3K 0.21% 96
2025
Q1 		$3.14M Buy
10,882
+2,331
+27% +$740K 0.17% 121
2024
Q4 		$2.48M Buy
+8,551
New +$2.57M 0.14% 142

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

StoneX Group's MSTR Position: Q1 2026 in Review

StoneX Group sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 3,316 shares — an estimated $504K sold.

StoneX Group first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $4.39M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • StoneX Group reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 3,316 Strategy Inc shares in Q1 2026, an estimated $504K.
  • StoneX Group first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • StoneX Group's Strategy Inc position peaked at $4.39M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.