Tamar Securities’s Strategy Inc MSTR Stock Holding History

Tamar Securities’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	-1,577	Closed	-$240K	–	99
2025 Q4	$240K	Buy	+1,577	New	+$363K	0.03%	74

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

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 $717B AUM 35.42% 1-Year Est. Return

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

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

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

Tamar Securities's MSTR Position: Q1 2026 in Review

Tamar Securities sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,577 shares — an estimated $240K sold.

Tamar Securities first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Tamar Securities reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Tamar Securities sold 1,577 Strategy Inc shares in Q1 2026, an estimated $240K.
Tamar Securities first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
Tamar Securities's Strategy Inc position peaked at $240K in Q4 2025.
940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Tamar Securities's 13F filing for Q1 2026, filed 14 May 2026.