Advisors Preferred’s Strategy Inc MSTR Stock Holding History

Advisors Preferred’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	–	Sell	-1,500	Closed	-$187K	–	285
2026 Q1	$187K	Hold	1,500	–	–	0.03%	180
2025 Q4	$236K	Buy	+1,500	New	+$345K	0.04%	168
2024 Q1	–	Sell	-350	Closed	-$24K	–	249
2023 Q4	$24K	Buy	+350	New	+$16.6K	﹤0.01%	189
2021 Q3	–	Sell	-14,800	Closed	-$693K	–	217
2021 Q2	$693K	Buy	14,800 +11,480	+346%	+$679K	0.07%	83
2021 Q1	$234K	Sell	3,320 -9,930	-75%	-$701K	0.03%	121
2020 Q4	$563K	Buy	+13,250	New	+$309K	0.1%	104
2015 Q4	–	Sell	-750	Closed	-$15K	–	238
2015 Q3	$15K	Buy	+750	New	+$14.9K	0.02%	122

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Preferred's MSTR Position: Q2 2026 in Review

Advisors Preferred sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,500 shares — an estimated $187K sold.

Advisors Preferred first reported a position in MSTR in Q3 2015 and held it in 7 quarters. The position peaked at $693K in Q2 2021. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Advisors Preferred reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Advisors Preferred sold 1,500 Strategy Inc shares in Q2 2026, an estimated $187K.
Advisors Preferred first reported a position in Strategy Inc in Q3 2015 and held it in 7 quarters.
Advisors Preferred's Strategy Inc position peaked at $693K in Q2 2021.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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