Strategic Blueprint’s Strategy Inc MSTR Stock Holding History

Strategic Blueprint’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
2025 Q1	–	Sell	-400	Closed	-$116K	–	713
2024 Q4	$116K	Buy	+400	New	+$120K	0.01%	652
2024 Q3	–	Sell	-1,000	Closed	-$138K	–	675
2024 Q2	$138K	Buy	+1,000	New	+$144K	0.01%	592

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Blueprint's MSTR Position: Q2 2026 in Review

Strategic Blueprint sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,863 shares — an estimated $233K sold.

Strategic Blueprint first reported a position in MSTR in Q3 2019 and held it in 11 quarters. The position peaked at $843K in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Strategic Blueprint reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Strategic Blueprint sold 1,863 Strategy Inc shares in Q2 2026, an estimated $233K.
Strategic Blueprint first reported a position in Strategy Inc in Q3 2019 and held it in 11 quarters.
Strategic Blueprint's Strategy Inc position peaked at $843K in Q4 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.