Yousif Capital Management’s Strategy Inc MSTR Stock Holding History

Yousif Capital 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	$364K	Buy	4,188 +126	+3%	+$18.3K	﹤0.01%	1439
2026 Q1	$507K	Buy	4,062 +548	+16%	+$78.3K	0.01%	1385
2025 Q4	$563K	Buy	3,514 +84	+2%	+$19.3K	0.01%	1359
2025 Q3	$1.11M	Buy	3,430 +320	+10%	+$119K	0.01%	1041
2025 Q2	$1.26M	Buy	3,110 +201	+7%	+$73.2K	0.01%	1002
2025 Q1	$839K	Buy	2,909 +873	+43%	+$277K	0.01%	1192
2024 Q4	$590K	Buy	2,036 +121	+6%	+$36.4K	0.01%	1410
2024 Q3	$323K	Buy	1,915 +5	+0.3%	+$715	﹤0.01%	1692
2024 Q2	$263K	Buy	1,910 +350	+22%	+$50.4K	﹤0.01%	1741
2024 Q1	$266K	Buy	+1,560	New	+$142K	﹤0.01%	1782

Other funds holding MSTR

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Yousif Capital Management's MSTR Position: Q2 2026 in Review

Yousif Capital Management increased its Strategy Inc (MSTR) stake by 3.1% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,188 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Yousif Capital Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2025. 141 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Yousif Capital Management held 4,188 shares of Strategy Inc worth $364K as of Q2 2026.
Yousif Capital Management bought 126 Strategy Inc shares in Q2 2026, an estimated $18.3K.
Strategy Inc made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1439 holding.
Yousif Capital Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Yousif Capital Management's Strategy Inc position peaked at $1.26M in Q2 2025.
141 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.