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Allegheny Financial Group’s Strategy Inc MSTR Stock Holding History

Allegheny 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 		$243K Buy
2,800
+11
+0.4% +$1.6K 0.03% 261
2026
Q1 		$348K Buy
2,789
+57
+2% +$8.15K 0.05% 190
2025
Q4 		$415K Buy
2,732
+39
+1% +$8.98K 0.06% 169
2025
Q3 		$868K Buy
2,693
+661
+33% +$245K 0.16% 106
2025
Q2 		$822K Buy
+2,032
New +$740K 0.18% 107

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 $3.38T AUM 44.17% 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

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

Allegheny Financial Group increased its Strategy Inc (MSTR) stake by 0.39% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,800 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #261.

Allegheny Financial Group first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $868K in Q3 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Allegheny Financial Group held 2,800 shares of Strategy Inc worth $243K as of Q2 2026.
  • Allegheny Financial Group bought 11 Strategy Inc shares in Q2 2026, an estimated $1.6K.
  • Strategy Inc made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #261 holding.
  • Allegheny Financial Group first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Allegheny Financial Group's Strategy Inc position peaked at $868K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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