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 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 $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisors Preferred's MSTR Position: Q1 2026 in Review

Advisors Preferred held its Strategy Inc (MSTR) position steady in Q1 2026 at 1,500 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #180.

Advisors Preferred first reported a position in MSTR in Q3 2015 and has held it in 7 quarters since. The position peaked at $693K in Q2 2021. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Advisors Preferred held 1,500 shares of Strategy Inc worth $187K as of Q1 2026.
Advisors Preferred left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.03% of Advisors Preferred's portfolio in Q1 2026, its #180 holding.
Advisors Preferred first reported a position in Strategy Inc in Q3 2015 and has held it in 7 quarters since.
Advisors Preferred's Strategy Inc position peaked at $693K in Q2 2021.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.