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Acorn Financial Advisory Services’s Strategy Inc MSTR Stock Holding History

Acorn Financial Advisory Services’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 		$2.87M Sell
33,055
-1,010
-3% -$147K 0.38% 35
2026
Q1 		$4.25M Sell
34,065
-3,705
-10% -$530K 0.58% 27
2025
Q4 		$5.74M Sell
37,770
-3,103
-8% -$714K 0.85% 18
2025
Q3 		$13.2M Sell
40,873
-1,445
-3% -$536K 2.02% 14
2025
Q2 		$17.1M Sell
42,318
-5,420
-11% -$1.97M 2.8% 11
2025
Q1 		$13.8M Buy
47,738
+159
+0.3% +$50.5K 2.49% 12
2024
Q4 		$13.8M Sell
47,579
-20,723
-30% -$6.24M 2.27% 13
2024
Q3 		$11.5M Buy
68,302
+12,162
+22% +$1.74M 2.04% 12
2024
Q2 		$7.73M Buy
56,140
+16,220
+41% +$2.34M 1.44% 13
2024
Q1 		$6.8M Sell
39,920
-1,900
-5% -$173K 1.29% 13
2023
Q4 		$2.64M Sell
41,820
-17,590
-30% -$834K 0.46% 24
2023
Q3 		$1.95M Sell
59,410
-13,700
-19% -$516K 0.35% 43
2023
Q2 		$2.5M Buy
73,110
+9,570
+15% +$290K 0.44% 26
2023
Q1 		$1.86M Sell
63,540
-6,140
-9% -$150K 0.36% 36
2022
Q4 		$986K Buy
69,680
+6,970
+11% +$142K 0.21% 70
2022
Q3 		$1.33M Sell
62,710
-15,100
-19% -$379K 0.32% 45
2022
Q2 		$1.28M Sell
77,810
-13,850
-15% -$401K 0.3% 47
2022
Q1 		$4.46M Sell
91,660
-36,150
-28% -$1.56M 0.89% 14
2021
Q4 		$6.96M Sell
127,810
-1,920
-1% -$132K 1.39% 11
2021
Q3 		$7.5M Sell
129,730
-6,130
-5% -$393K 2.32% 7
2021
Q2 		$9.03M Buy
135,860
+7,830
+6% +$463K 2.66% 7
2021
Q1 		$8.69M Buy
+128,030
New +$9.04M 3.17% 6

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

Acorn Financial Advisory Services's MSTR Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Strategy Inc (MSTR) stake by 3% in Q2 2026, selling an estimated $147K and leaving 33,055 shares worth $2.87M. The position accounts for 0.38% of the portfolio, ranked #35.

Acorn Financial Advisory Services first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.1M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Acorn Financial Advisory Services held 33,055 shares of Strategy Inc worth $2.87M as of Q2 2026.
  • Acorn Financial Advisory Services sold 1,010 Strategy Inc shares in Q2 2026, an estimated $147K.
  • Strategy Inc made up 0.38% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Acorn Financial Advisory Services first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Acorn Financial Advisory Services's Strategy Inc position peaked at $17.1M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.