Wallace Hart’s Strategy Inc MSTR Stock Holding History

Wallace Hart’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	$1.05M	Sell	8,400 -40	-0.5%	-$5.72K	1.44%	8
2025 Q4	$1.28M	Buy	8,440 +500	+6%	+$115K	0.95%	12
2025 Q3	$2.56M	Sell	7,940 -2,953	-27%	-$1.1M	1.88%	4
2025 Q2	$4.4M	Buy	10,893 +5,291	+94%	+$1.93M	3.5%	3
2025 Q1	$1.61M	Buy	5,602 +500	+10%	+$159K	4.06%	6
2024 Q4	$1.48M	Buy	5,102 +2,102	+70%	+$633K	1.18%	4
2024 Q3	$506K	Buy	3,000 +1,000	+50%	+$143K	0.38%	9
2024 Q2	$275K	Buy	+2,000	New	+$288K	0.21%	20

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wallace Hart's MSTR Position: Q1 2026 in Review

Wallace Hart reduced its Strategy Inc (MSTR) stake by 0.47% in Q1 2026, selling an estimated $5.72K and leaving 8,400 shares worth $1.05M. The position accounts for 1.44% of the portfolio, ranked #8.

Wallace Hart first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.4M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Wallace Hart held 8,400 shares of Strategy Inc worth $1.05M as of Q1 2026.
Wallace Hart sold 40 Strategy Inc shares in Q1 2026, an estimated $5.72K.
Strategy Inc made up 1.44% of Wallace Hart's portfolio in Q1 2026, its #8 holding.
Wallace Hart first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
Wallace Hart's Strategy Inc position peaked at $4.4M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wallace Hart's 13F filing for Q1 2026, filed 8 May 2026.