Summit Securities Group’s Strategy Inc MSTR Stock Holding History

Summit Securities 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
2021 Q3	–	Sell	-100	Closed	-$665K	–	824
2021 Q2	$665K	Buy	+100	New	+$5.92K	0.06%	325

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's MSTR Position: Q1 2026 in Review

Summit Securities Group sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 408 shares — an estimated $62K sold.

Summit Securities Group first reported a position in MSTR in Q4 2014 and held it in 5 quarters. The position peaked at $62K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Summit Securities Group reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 408 Strategy Inc shares in Q1 2026, an estimated $62K.
Summit Securities Group first reported a position in Strategy Inc in Q4 2014 and held it in 5 quarters.
Summit Securities Group's Strategy Inc position peaked at $62K in Q4 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.