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Accuvest Global Advisors’s Strategy Inc MSTR Stock Holding History

Accuvest Global 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 		$6.1M Buy
70,140
+31
+0% +$4.5K 5.25% 3
2026
Q1 		$8.75M Buy
70,109
+687
+1% +$98.2K 8.16% 1
2025
Q4 		$10.5M Sell
69,422
-2,361
-3% -$544K 7.77% 1
2025
Q3 		$23.1M Sell
71,783
-12
-0% -$4.45K 14.42% 1
2025
Q2 		$29M Sell
71,795
-13,027
-15% -$4.75M 18.88% 1
2025
Q1 		$24.5M Buy
84,822
+60,470
+248% +$19.2M 20.81% 1
2024
Q4 		$7.05M Sell
24,352
-51,957
-68% -$15.6M 9.87% 2
2024
Q3 		$12.9M Buy
+76,309
New +$10.9M 11.06% 1
2024
Q2 		– Sell
-58,290
Closed -$9.94M – 80
2024
Q1 		$9.94M Sell
58,290
-53,240
-48% -$4.85M 4.35% 5
2023
Q4 		$7.04M Sell
111,530
-13,330
-11% -$632K 7.51% 2
2023
Q3 		$4.1M Sell
124,860
-360
-0.3% -$13.6K 2.25% 12
2023
Q2 		$4.29M Sell
125,220
-990
-0.8% -$30K 2.2% 12
2023
Q1 		$3.69M Sell
126,210
-130,090
-51% -$3.18M 1.67% 11
2022
Q4 		$3.63M Buy
256,300
+128,150
+100% +$2.62M 1.2% 23
2022
Q3 		$2.72M Hold
128,150
– – 1.86% 13
2022
Q2 		$2.11M Buy
+128,150
New +$3.71M 1.36% 25

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

Accuvest Global Advisors's MSTR Position: Q2 2026 in Review

Accuvest Global Advisors increased its Strategy Inc (MSTR) stake by 0.04% in Q2 2026, buying an estimated $4.5K and bringing the position to 70,140 shares worth $6.1M. The position accounts for 5.25% of the portfolio, ranked #3.

Accuvest Global Advisors first reported a position in MSTR in Q2 2022 and has held it in 16 quarters since. The position peaked at $29M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Accuvest Global Advisors held 70,140 shares of Strategy Inc worth $6.1M as of Q2 2026.
  • Accuvest Global Advisors bought 31 Strategy Inc shares in Q2 2026, an estimated $4.5K.
  • Strategy Inc made up 5.25% of Accuvest Global Advisors's portfolio in Q2 2026, its #3 holding.
  • Accuvest Global Advisors first reported a position in Strategy Inc in Q2 2022 and has held it in 16 quarters since.
  • Accuvest Global Advisors's Strategy Inc position peaked at $29M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.