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Thoroughbred Financial Services’s Strategy Inc MSTR Stock Holding History

Thoroughbred Financial 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
Q1 		$273K Sell
2,189
-125
-5% -$17.9K 0.02% 513
2025
Q4 		$351K Buy
2,314
+1,599
+224% +$368K 0.02% 449
2025
Q3 		$230K Sell
715
-101
-12% -$37.5K 0.01% 523
2025
Q2 		$329K Sell
816
-292
-26% -$106K 0.02% 451
2025
Q1 		$319K Buy
1,108
+94
+9% +$29.8K 0.02% 532
2024
Q4 		$293K Buy
+1,014
New +$305K 0.02% 541

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thoroughbred Financial Services's MSTR Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Strategy Inc (MSTR) stake by 5.4% in Q1 2026, selling an estimated $17.9K and leaving 2,189 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #513.

Thoroughbred Financial Services first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $351K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Thoroughbred Financial Services held 2,189 shares of Strategy Inc worth $273K as of Q1 2026.
  • Thoroughbred Financial Services sold 125 Strategy Inc shares in Q1 2026, an estimated $17.9K.
  • Strategy Inc made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #513 holding.
  • Thoroughbred Financial Services first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Thoroughbred Financial Services's Strategy Inc position peaked at $351K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.