Americana Partners’s Strategy Inc MSTR Stock Holding History

Americana Partners’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	-2,017	Closed	-$252K	–	622
2026 Q1	$252K	Sell	2,017 -355	-15%	-$50.7K	0.01%	457
2025 Q4	$360K	Buy	+2,372	New	+$546K	0.01%	371

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

Americana Partners's MSTR Position: Q2 2026 in Review

Americana Partners sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,017 shares — an estimated $252K sold.

Americana Partners first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $360K in Q4 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Americana Partners reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Americana Partners sold 2,017 Strategy Inc shares in Q2 2026, an estimated $252K.
Americana Partners first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
Americana Partners's Strategy Inc position peaked at $360K in Q4 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.