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Verus Capital Partners’s Strategy Inc MSTR Stock Holding History

Verus Capital Partners’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 		$505K Sell
5,811
-159
-3% -$23.1K 0.03% 292
2026
Q1 		$745K Sell
5,970
-2,102
-26% -$300K 0.05% 200
2025
Q4 		$1.23M Buy
8,072
+572
+8% +$132K 0.08% 149
2025
Q3 		$2.42M Sell
7,500
-371
-5% -$138K 0.19% 70
2025
Q2 		$3.18M Buy
7,871
+3,567
+83% +$1.3M 0.28% 54
2025
Q1 		$1.24M Buy
4,304
+183
+4% +$58.1K 0.12% 109
2024
Q4 		$1.19M Sell
4,121
-640
-13% -$193K 0.11% 117
2024
Q3 		$803K Buy
4,761
+731
+18% +$105K 0.08% 147
2024
Q2 		$555K Sell
4,030
-330
-8% -$47.5K 0.06% 177
2024
Q1 		$743K Sell
4,360
-2,690
-38% -$245K 0.08% 142
2023
Q4 		$445K Sell
7,050
-330
-4% -$15.6K 0.05% 187
2023
Q3 		$242K Sell
7,380
-200
-3% -$7.53K 0.03% 250
2023
Q2 		$260K Hold
7,580
– – 0.04% 239
2023
Q1 		$222K Buy
+7,580
New +$185K 0.03% 251
2022
Q2 		– Sell
-7,880
Closed -$232K – 311
2022
Q1 		$232K Buy
+7,880
New +$341K 0.04% 281

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

Verus Capital Partners's MSTR Position: Q2 2026 in Review

Verus Capital Partners reduced its Strategy Inc (MSTR) stake by 2.7% in Q2 2026, selling an estimated $23.1K and leaving 5,811 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #292.

Verus Capital Partners first reported a position in MSTR in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.18M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Verus Capital Partners held 5,811 shares of Strategy Inc worth $505K as of Q2 2026.
  • Verus Capital Partners sold 159 Strategy Inc shares in Q2 2026, an estimated $23.1K.
  • Strategy Inc made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #292 holding.
  • Verus Capital Partners first reported a position in Strategy Inc in Q1 2022 and has held it in 15 quarters since.
  • Verus Capital Partners's Strategy Inc position peaked at $3.18M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.