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 Q2	–	Sell	-2,189	Closed	-$273K	–	631
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 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

Thoroughbred Financial Services's MSTR Position: Q2 2026 in Review

Thoroughbred Financial Services sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,189 shares — an estimated $273K sold.

Thoroughbred Financial Services first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $351K in Q4 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Thoroughbred Financial Services reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Thoroughbred Financial Services sold 2,189 Strategy Inc shares in Q2 2026, an estimated $273K.
Thoroughbred Financial Services first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
Thoroughbred Financial Services's Strategy Inc position peaked at $351K in Q4 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.