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TFC Financial Management’s Strategy Inc MSTR Stock Holding History

TFC Financial Management’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 		$15.4K Sell
177
-3
-2% -$435 ﹤0.01% 393
2026
Q1 		$22.5K Buy
180
+3
+2% +$429 ﹤0.01% 346
2025
Q4 		$26.9K Sell
177
-13
-7% -$2.99K ﹤0.01% 329
2025
Q3 		$61.2K Hold
190
– – 0.01% 249
2025
Q2 		$76.8K Sell
190
-18
-9% -$6.56K 0.01% 222
2025
Q1 		$60K Sell
208
-42
-17% -$13.3K 0.01% 237
2024
Q4 		$72.4K Hold
250
– – 0.01% 219
2024
Q3 		$42.1K Hold
250
– – 0.01% 267
2024
Q2 		$34.4K Hold
250
– – 0.01% 269
2024
Q1 		$42.6K Hold
250
– – 0.01% 243
2023
Q4 		$15.8K Hold
250
– – ﹤0.01% 302
2023
Q3 		$8.21K Buy
+250
New +$9.41K ﹤0.01% 359

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

TFC Financial Management's MSTR Position: Q2 2026 in Review

TFC Financial Management reduced its Strategy Inc (MSTR) stake by 1.7% in Q2 2026, selling an estimated $435 and leaving 177 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

TFC Financial Management first reported a position in MSTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $76.8K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • TFC Financial Management held 177 shares of Strategy Inc worth $15.4K as of Q2 2026.
  • TFC Financial Management sold 3 Strategy Inc shares in Q2 2026, an estimated $435.
  • Strategy Inc made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #393 holding.
  • TFC Financial Management first reported a position in Strategy Inc in Q3 2023 and has held it in 12 quarters since.
  • TFC Financial Management's Strategy Inc position peaked at $76.8K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.