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Albion Financial Group’s Strategy Inc MSTR Stock Holding History

Albion Financial Group’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 		$3.22K Hold
37
– – ﹤0.01% 516
2026
Q1 		$4.62K Buy
+37
New +$5.29K ﹤0.01% 488
2025
Q4 		– Sell
-37
Closed -$11.9K – 671
2025
Q3 		$11.9K Hold
37
– – ﹤0.01% 377
2025
Q2 		$15K Hold
37
– – ﹤0.01% 334
2025
Q1 		$10.7K Hold
37
– – ﹤0.01% 367
2024
Q4 		$10.7K Buy
+37
New +$11.1K ﹤0.01% 391

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

Albion Financial Group's MSTR Position: Q2 2026 in Review

Albion Financial Group held its Strategy Inc (MSTR) position steady in Q2 2026 at 37 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Albion Financial Group first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Albion Financial Group held 37 shares of Strategy Inc worth $3.22K as of Q2 2026.
  • Albion Financial Group left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #516 holding.
  • Albion Financial Group first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Albion Financial Group's Strategy Inc position peaked at $15K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.