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 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 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

Ameritas Advisory Services's MSTR Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Strategy Inc (MSTR) in Q2 2026: 13,400 shares worth $1.16M. The stake represents 0.02% of the portfolio and ranks #513 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in MSTR as recently as Q3 2025.

Ameritas Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.51M in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Ameritas Advisory Services held 13,400 shares of Strategy Inc worth $1.16M as of Q2 2026.
Strategy Inc was a new Ameritas Advisory Services position in Q2 2026.
Strategy Inc made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #513 holding.
Ameritas Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
Ameritas Advisory Services's Strategy Inc position peaked at $3.51M in Q4 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.