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Traynor Capital Management’s Strategy Inc MSTR Stock Holding History

Traynor Capital 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
2025
Q1 		– Sell
-2,500
Closed -$724K – 300
2024
Q4 		$724K Buy
+2,500
New +$752K 0.05% 120
2024
Q2 		– Sell
-7,000
Closed -$1.19M – 305
2024
Q1 		$1.19M Buy
+7,000
New +$638K 0.1% 92

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

Traynor Capital Management's MSTR Position: Q1 2026 in Review

Traynor Capital Management reduced its Strategy Inc (MSTR) stake by 41% in Q1 2026, selling an estimated $216K and leaving 2,143 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #261.

Traynor Capital Management first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.2M in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Traynor Capital Management held 2,143 shares of Strategy Inc worth $260K as of Q1 2026.
  • Traynor Capital Management sold 1,512 Strategy Inc shares in Q1 2026, an estimated $216K.
  • Strategy Inc made up 0.02% of Traynor Capital Management's portfolio in Q1 2026, its #261 holding.
  • Traynor Capital Management first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Traynor Capital Management's Strategy Inc position peaked at $11.2M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Traynor Capital Management's 13F filing for Q1 2026, filed 15 May 2026.