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Tucker Asset Management’s Strategy Inc MSTR Stock Holding History

Tucker Asset 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
2026
Q1 		– Sell
-95
Closed -$14.4K – 788
2025
Q4 		$14.4K Buy
+95
New +$21.9K ﹤0.01% 512
2025
Q1 		– Sell
-83
Closed -$24K – 689
2024
Q4 		$24K Buy
+83
New +$25K ﹤0.01% 520
2024
Q3 		– Sell
-100
Closed -$13.8K – 1601
2024
Q2 		$13.8K Buy
+100
New +$14.4K ﹤0.01% 745

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tucker Asset Management's MSTR Position: Q1 2026 in Review

Tucker Asset Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 95 shares — an estimated $14.4K sold.

Tucker Asset Management first reported a position in MSTR in Q2 2024 and held it in 3 quarters. The position peaked at $24K in Q4 2024. 943 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Tucker Asset Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 95 Strategy Inc shares in Q1 2026, an estimated $14.4K.
  • Tucker Asset Management first reported a position in Strategy Inc in Q2 2024 and held it in 3 quarters.
  • Tucker Asset Management's Strategy Inc position peaked at $24K in Q4 2024.
  • 943 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.