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Advisor OS’s Strategy Inc MSTR Stock Holding History

Advisor OS’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 		$250K Sell
2,872
-112
-4% -$16.3K 0.02% 493
2026
Q1 		$372K Buy
2,984
+930
+45% +$133K 0.03% 374
2025
Q4 		$312K Sell
2,054
-101
-5% -$23.3K 0.03% 374
2025
Q3 		$694K Buy
2,155
+23
+1% +$8.53K 0.06% 205
2025
Q2 		$862K Buy
2,132
+77
+4% +$28K 0.08% 175
2025
Q1 		$592K Buy
2,055
+40
+2% +$12.7K 0.07% 206
2024
Q4 		$584K Buy
+2,015
New +$606K 0.07% 199

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

Advisor OS's MSTR Position: Q2 2026 in Review

Advisor OS reduced its Strategy Inc (MSTR) stake by 3.8% in Q2 2026, selling an estimated $16.3K and leaving 2,872 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #493.

Advisor OS first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $862K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Advisor OS held 2,872 shares of Strategy Inc worth $250K as of Q2 2026.
  • Advisor OS sold 112 Strategy Inc shares in Q2 2026, an estimated $16.3K.
  • Strategy Inc made up 0.02% of Advisor OS's portfolio in Q2 2026, its #493 holding.
  • Advisor OS first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Advisor OS's Strategy Inc position peaked at $862K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.