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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
Q2 		$2.17M Buy
24,981
+1,050
+4% +$152K 0.32% 75
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
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

Truvestments Capital's MSTR Position: Q2 2026 in Review

Truvestments Capital increased its Strategy Inc (MSTR) stake by 4.4% in Q2 2026, buying an estimated $152K and bringing the position to 24,981 shares worth $2.17M. The position accounts for 0.32% of the portfolio, ranked #75.

Truvestments Capital first reported a position in MSTR in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.71M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Truvestments Capital held 24,981 shares of Strategy Inc worth $2.17M as of Q2 2026.
  • Truvestments Capital bought 1,050 Strategy Inc shares in Q2 2026, an estimated $152K.
  • Strategy Inc made up 0.32% of Truvestments Capital's portfolio in Q2 2026, its #75 holding.
  • Truvestments Capital first reported a position in Strategy Inc in Q4 2021 and has held it in 9 quarters since.
  • Truvestments Capital's Strategy Inc position peaked at $5.71M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.