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Summit Financial’s Strategy Inc MSTR Stock Holding History

Summit Financial’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 		$7.75M Buy
89,140
+31,756
+55% +$4.61M 0.09% 241
2026
Q1 		$7.16M Buy
57,384
+6,672
+13% +$954K 0.09% 228
2025
Q4 		$7.71M Buy
50,712
+18,416
+57% +$4.24M 0.11% 170
2025
Q3 		$10.4M Buy
32,296
+28,714
+802% +$10.7M 0.16% 118
2025
Q2 		$1.45M Buy
3,582
+2,767
+340% +$1.01M 0.03% 347
2025
Q1 		$235K Buy
815
+41
+5% +$13K 0.01% 661
2024
Q4 		$224K Buy
+774
New +$233K 0.01% 599

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 $3.37T AUM 44.26% 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

Summit Financial's MSTR Position: Q2 2026 in Review

Summit Financial increased its Strategy Inc (MSTR) stake by 55% in Q2 2026, buying an estimated $4.61M and bringing the position to 89,140 shares worth $7.75M. The position accounts for 0.09% of the portfolio, ranked #241.

Summit Financial first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Summit Financial held 89,140 shares of Strategy Inc worth $7.75M as of Q2 2026.
  • Summit Financial bought 31,756 Strategy Inc shares in Q2 2026, an estimated $4.61M.
  • Strategy Inc made up 0.09% of Summit Financial's portfolio in Q2 2026, its #241 holding.
  • Summit Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Strategy Inc position peaked at $10.4M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.