Texas Capital Bank Wealth Management Services’s Strategy Inc MSTR Stock Holding History

Texas Capital Bank Wealth Management Services’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	–	Sell	-2,248	Closed	-$281K	–	364
2026 Q1	$281K	Hold	2,248	–	–	0.02%	289
2025 Q4	$342K	Buy	2,248 +151	+7%	+$34.8K	0.02%	238
2025 Q3	$676K	Buy	2,097 +404	+24%	+$150K	0.06%	115
2025 Q2	$684K	Hold	1,693	–	–	0.06%	113
2025 Q1	$488K	Hold	1,693	–	–	0.05%	128
2024 Q4	$490K	Buy	+1,693	New	+$509K	0.05%	109

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 $3.38T AUM 44.17% 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

Texas Capital Bank Wealth Management Services's MSTR Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,248 shares — an estimated $281K sold.

Texas Capital Bank Wealth Management Services first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $684K in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Texas Capital Bank Wealth Management Services reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 2,248 Strategy Inc shares in Q2 2026, an estimated $281K.
Texas Capital Bank Wealth Management Services first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
Texas Capital Bank Wealth Management Services's Strategy Inc position peaked at $684K in Q2 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.