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Van Hulzen Asset Management’s Strategy Inc MSTR Stock Holding History

Van Hulzen 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 		$279K Buy
2,235
+847
+61% +$121K 0.02% 301
2025
Q4 		$211K Sell
1,388
-1,390
-50% -$320K 0.02% 319
2025
Q3 		$895K Buy
2,778
+150
+6% +$55.7K 0.07% 169
2025
Q2 		$1.06M Buy
2,628
+1,241
+89% +$452K 0.09% 149
2025
Q1 		$400K Buy
1,387
+487
+54% +$155K 0.04% 226
2024
Q4 		$261K Buy
+900
New +$271K 0.02% 279

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

Van Hulzen Asset Management's MSTR Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Strategy Inc (MSTR) stake by 61% in Q1 2026, buying an estimated $121K and bringing the position to 2,235 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #301.

Van Hulzen Asset Management first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Van Hulzen Asset Management held 2,235 shares of Strategy Inc worth $279K as of Q1 2026.
  • Van Hulzen Asset Management bought 847 Strategy Inc shares in Q1 2026, an estimated $121K.
  • Strategy Inc made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #301 holding.
  • Van Hulzen Asset Management first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Van Hulzen Asset Management's Strategy Inc position peaked at $1.06M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.