Ameritas Advisory Services
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Ameritas Advisory Services’s Strategy Inc MSTR Stock Holding History

Ameritas Advisory Services’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
Q3 		$2.18M Buy
14,227
+827
+6% +$95.7K 0.04% 359
2026
Q2 		$1.16M Buy
+13,400
New +$1.95M 0.02% 513
2025
Q4 		– Sell
-4,408
Closed -$1.42M – 1682
2025
Q3 		$1.42M Buy
4,408
+3,849
+689% +$1.43M 0.09% 189
2025
Q2 		$226K Sell
559
-1,801
-76% -$656K 0.01% 699
2025
Q1 		$682K Sell
2,360
-9,766
-81% -$3.1M 0.03% 490
2024
Q4 		$3.51M Buy
12,126
+9,452
+353% +$2.84M 0.12% 161
2024
Q3 		$451K Sell
2,674
-12,106
-82% -$1.73M 0.02% 567
2024
Q2 		$2.04M Sell
14,780
-110
-0.7% -$15.8K 0.08% 246
2024
Q1 		$1.79M Buy
+14,890
New +$1.36M 0.07% 255

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Ameritas Advisory Services's MSTR Position: Q3 2026 in Review

Ameritas Advisory Services increased its Strategy Inc (MSTR) stake by 6.2% in Q3 2026, buying an estimated $95.7K and bringing the position to 14,227 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #359.

Ameritas Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.51M in Q4 2024. 733 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Ameritas Advisory Services held 14,227 shares of Strategy Inc worth $2.18M as of Q3 2026.
  • Ameritas Advisory Services bought 827 Strategy Inc shares in Q3 2026, an estimated $95.7K.
  • Strategy Inc made up 0.04% of Ameritas Advisory Services's portfolio in Q3 2026, its #359 holding.
  • Ameritas Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Ameritas Advisory Services's Strategy Inc position peaked at $3.51M in Q4 2024.
  • 733 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.