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Aaron Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Aaron Wealth Advisors’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 		$238K Buy
2,741
+776
+39% +$113K 0.01% 639
2026
Q1 		$245K Sell
1,965
-409
-17% -$58.5K 0.01% 617
2025
Q4 		$361K Buy
2,374
+464
+24% +$107K 0.02% 525
2025
Q3 		$615K Buy
1,910
+794
+71% +$295K 0.04% 350
2025
Q2 		$451K Buy
+1,116
New +$407K 0.05% 268

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 $3.37T AUM 44.26% 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

Aaron Wealth Advisors's MSTR Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Strategy Inc (MSTR) stake by 39% in Q2 2026, buying an estimated $113K and bringing the position to 2,741 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #639.

Aaron Wealth Advisors first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $615K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Aaron Wealth Advisors held 2,741 shares of Strategy Inc worth $238K as of Q2 2026.
  • Aaron Wealth Advisors bought 776 Strategy Inc shares in Q2 2026, an estimated $113K.
  • Strategy Inc made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • Aaron Wealth Advisors first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Strategy Inc position peaked at $615K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.