United Capital Management of KS’s Strategy Inc MSTR Stock Holding History

United Capital Management of KS’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	$2.04M	Sell	23,500 -7,928	-25%	-$1.15M	0.27%	57
2026 Q1	$3.92M	Buy	31,428 +11,371	+57%	+$1.63M	0.59%	46
2025 Q4	$3.05M	Sell	20,057 -9,877	-33%	-$2.27M	0.43%	50
2025 Q3	$9.65M	Buy	29,934 +665	+2%	+$247K	1.31%	26
2025 Q2	$11.8M	Buy	29,269 +38	+0.1%	+$13.8K	1.85%	16
2025 Q1	$8.43M	Buy	29,231 +245	+0.8%	+$77.8K	1.74%	18
2024 Q4	$8.39M	Buy	28,986 +6,380	+28%	+$1.92M	1.53%	20
2024 Q3	$3.81M	Buy	22,606 +14,856	+192%	+$2.12M	0.83%	42
2024 Q2	$1.07M	Buy	7,750 +550	+8%	+$79.3K	0.24%	55
2024 Q1	$1.23M	Buy	7,200 +2,470	+52%	+$225K	0.28%	58
2023 Q4	$299K	Buy	+4,730	New	+$224K	0.09%	71

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 $3.37T AUM 44.26% 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

United Capital Management of KS's MSTR Position: Q2 2026 in Review

United Capital Management of KS reduced its Strategy Inc (MSTR) stake by 25% in Q2 2026, selling an estimated $1.15M and leaving 23,500 shares worth $2.04M. The position accounts for 0.27% of the portfolio, ranked #57.

United Capital Management of KS first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q2 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

United Capital Management of KS held 23,500 shares of Strategy Inc worth $2.04M as of Q2 2026.
United Capital Management of KS sold 7,928 Strategy Inc shares in Q2 2026, an estimated $1.15M.
Strategy Inc made up 0.27% of United Capital Management of KS's portfolio in Q2 2026, its #57 holding.
United Capital Management of KS first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
United Capital Management of KS's Strategy Inc position peaked at $11.8M in Q2 2025.
850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.