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Wolverine Asset Management’s Strategy Inc MSTR Stock Holding History

Wolverine 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 		$164M Buy
1,310,200
+190,200
+17% +$27.2M 1.57% 3
2025
Q4 		$170M Sell
1,120,000
-214,000
-16% -$49.3M 1.34% 7
2025
Q3 		$430M Sell
1,334,000
-86,800
-6% -$32.2M 3.18% 2
2025
Q2 		$574M Buy
1,420,800
+12,500
+0.9% +$4.55M 5.31% 1
2025
Q1 		$406M Sell
1,408,300
-237,900
-14% -$75.5M 4.85% 1
2024
Q4 		$477M Buy
1,646,200
+538,400
+49% +$162M 4.77% 1
2024
Q3 		$187M Buy
1,107,800
+768,800
+227% +$110M 2.01% 1
2024
Q2 		$46.7M Buy
339,000
+30,000
+10% +$4.32M 0.53% 47
2024
Q1 		$52.7M Buy
309,000
+266,000
+619% +$24.3M 0.6% 37
2023
Q4 		$2.72M Sell
43,000
-65,000
-60% -$3.08M 0.02% 472
2023
Q3 		$3.55M Buy
108,000
+9,000
+9% +$339K 0.04% 400
2023
Q2 		$3.39M Hold
99,000
– – 0.04% 382
2023
Q1 		$2.89M Sell
99,000
-45,000
-31% -$1.1M 0.03% 444
2022
Q4 		$2.04M Sell
144,000
-6,000
-4% -$123K 0.02% 562
2022
Q3 		$3.18M Buy
150,000
+6,000
+4% +$150K 0.03% 433
2022
Q2 		$2.37M Buy
144,000
+83,000
+136% +$2.4M 0.02% 508
2022
Q1 		$2.97M Sell
61,000
-84,000
-58% -$3.64M 0.03% 414
2021
Q4 		$7.89M Buy
145,000
+100,000
+222% +$6.87M 0.07% 231
2021
Q3 		$2.6M Hold
45,000
– – 0.02% 418
2021
Q2 		$2.99M Buy
+45,000
New +$2.66M 0.02% 363

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

Wolverine Asset Management's MSTR Position: Q1 2026 in Review

Wolverine Asset Management reduced its Strategy Inc (MSTR) stake by 89% in Q1 2026, selling an estimated $221K and leaving 192 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Wolverine Asset Management first reported a position in MSTR in Q4 2013 and has held it in 9 quarters since. The position peaked at $33.2M in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wolverine Asset Management held 192 shares of Strategy Inc worth $24K as of Q1 2026.
  • Wolverine Asset Management sold 1,548 Strategy Inc shares in Q1 2026, an estimated $221K.
  • Strategy Inc made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1354 holding.
  • Wolverine Asset Management first reported a position in Strategy Inc in Q4 2013 and has held it in 9 quarters since.
  • Wolverine Asset Management's Strategy Inc position peaked at $33.2M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.