AO
MSTR icon

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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's MSTR Position: Q1 2026 in Review

Advisor OS increased its Strategy Inc (MSTR) stake by 45% in Q1 2026, buying an estimated $133K and bringing the position to 2,984 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #374.

Advisor OS first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $862K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Advisor OS held 2,984 shares of Strategy Inc worth $372K as of Q1 2026.
  • Advisor OS bought 930 Strategy Inc shares in Q1 2026, an estimated $133K.
  • Strategy Inc made up 0.03% of Advisor OS's portfolio in Q1 2026, its #374 holding.
  • Advisor OS first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Advisor OS's Strategy Inc position peaked at $862K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.