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Advisornet Financial’s Strategy Inc MSTR Stock Holding History

Advisornet Financial’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 		$614K Buy
4,922
+776
+19% +$111K 0.03% 338
2025
Q4 		$630K Sell
4,146
-1,254
-23% -$289K 0.03% 343
2025
Q3 		$1.74M Sell
5,400
-867
-14% -$322K 0.1% 181
2025
Q2 		$2.53M Buy
6,267
+616
+11% +$224K 0.16% 123
2025
Q1 		$1.63M Buy
5,651
+1,270
+29% +$403K 0.12% 181
2024
Q4 		$1.27M Sell
4,381
-1,199
-21% -$361K 0.11% 184
2024
Q3 		$941K Sell
5,580
-370
-6% -$52.9K 0.07% 234
2024
Q2 		$820K Buy
5,950
+560
+10% +$80.7K 0.07% 229
2024
Q1 		$919K Buy
5,390
+3,040
+129% +$277K 0.09% 216
2023
Q4 		$148K Buy
2,350
+2,300
+4,600% +$109K 0.01% 532
2023
Q3 		$1.64K Hold
50
– – ﹤0.01% 1687
2023
Q2 		$1.71K Sell
50
-900
-95% -$27.3K ﹤0.01% 1764
2023
Q1 		$27.8K Hold
950
– – ﹤0.01% 965
2022
Q4 		$13.4K Buy
950
+120
+14% +$2.45K ﹤0.01% 1206
2022
Q3 		$18K Hold
830
– – ﹤0.01% 1141
2022
Q2 		$14K Buy
830
+170
+26% +$4.92K ﹤0.01% 1258
2022
Q1 		$32K Buy
660
+160
+32% +$6.93K ﹤0.01% 1106
2021
Q4 		$27K Buy
500
+10
+2% +$687 ﹤0.01% 1213
2021
Q3 		$28K Buy
490
+400
+444% +$25.6K ﹤0.01% 1159
2021
Q2 		$6K Buy
+90
New +$5.32K ﹤0.01% 1533

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

Advisornet Financial's MSTR Position: Q1 2026 in Review

Advisornet Financial increased its Strategy Inc (MSTR) stake by 19% in Q1 2026, buying an estimated $111K and bringing the position to 4,922 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #338.

Advisornet Financial first reported a position in MSTR in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.53M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Advisornet Financial held 4,922 shares of Strategy Inc worth $614K as of Q1 2026.
  • Advisornet Financial bought 776 Strategy Inc shares in Q1 2026, an estimated $111K.
  • Strategy Inc made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #338 holding.
  • Advisornet Financial first reported a position in Strategy Inc in Q2 2021 and has held it in 20 quarters since.
  • Advisornet Financial's Strategy Inc position peaked at $2.53M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.