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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
Q2 		– Sell
-2,235
Closed -$279K – 402
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 $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 $3.38T AUM 44.17% 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

Van Hulzen Asset Management's MSTR Position: Q2 2026 in Review

Van Hulzen Asset Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,235 shares — an estimated $279K sold.

Van Hulzen Asset Management first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $1.06M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Van Hulzen Asset Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,235 Strategy Inc shares in Q2 2026, an estimated $279K.
  • Van Hulzen Asset Management first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
  • Van Hulzen Asset Management's Strategy Inc position peaked at $1.06M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.