Truvestments Capital’s Strategy Inc MSTR Stock Holding History

Truvestments Capital’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	$2.99M	Buy	23,931 +2,158	+10%	+$308K	0.54%	44
2025 Q4	$3.31M	Buy	21,773 +4,064	+23%	+$936K	0.6%	48
2025 Q3	$5.71M	Buy	17,709 +7,661	+76%	+$2.84M	1.03%	15
2025 Q2	$4.06M	Buy	10,048 +5,167	+106%	+$1.88M	0.81%	36
2025 Q1	$1.41M	Buy	4,881 +4,402	+919%	+$1.4M	0.31%	76
2024 Q4	$139K	Buy	+479	New	+$144K	0.04%	254
2022 Q3	–	Sell	-70	Closed	-$1K	–	646
2022 Q2	$1K	Buy	+70	New	+$2.02K	﹤0.01%	611
2022 Q1	–	Sell	-70	Closed	-$4K	–	399
2021 Q4	$4K	Buy	+70	New	+$4.81K	﹤0.01%	507

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvestments Capital's MSTR Position: Q1 2026 in Review

Truvestments Capital increased its Strategy Inc (MSTR) stake by 9.9% in Q1 2026, buying an estimated $308K and bringing the position to 23,931 shares worth $2.99M. The position accounts for 0.54% of the portfolio, ranked #44.

Truvestments Capital first reported a position in MSTR in Q4 2021 and has held it in 8 quarters since. The position peaked at $5.71M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Truvestments Capital held 23,931 shares of Strategy Inc worth $2.99M as of Q1 2026.
Truvestments Capital bought 2,158 Strategy Inc shares in Q1 2026, an estimated $308K.
Strategy Inc made up 0.54% of Truvestments Capital's portfolio in Q1 2026, its #44 holding.
Truvestments Capital first reported a position in Strategy Inc in Q4 2021 and has held it in 8 quarters since.
Truvestments Capital's Strategy Inc position peaked at $5.71M in Q3 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.