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Aptus Capital Advisors’s Strategy Inc MSTR Stock Holding History

Aptus Capital Advisors’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 		$718K Buy
8,258
+153
+2% +$22.2K ﹤0.01% 695
2026
Q1 		$1.01M Buy
8,105
+849
+12% +$121K 0.01% 584
2025
Q4 		$1.1M Buy
7,256
+389
+6% +$89.6K 0.01% 560
2025
Q3 		$2.21M Buy
6,867
+6
+0.1% +$2.23K 0.02% 417
2025
Q2 		$2.77M Buy
6,861
+9
+0.1% +$3.28K 0.02% 371
2025
Q1 		$1.98M Buy
6,852
+507
+8% +$161K 0.02% 399
2024
Q4 		$1.84M Buy
6,345
+598
+10% +$180K 0.02% 409
2024
Q3 		$969K Buy
5,747
+3,777
+192% +$540K 0.01% 422
2024
Q2 		$271K Sell
1,970
-10
-0.5% -$1.44K ﹤0.01% 644
2024
Q1 		$338K Buy
+1,980
New +$181K 0.01% 601

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

Aptus Capital Advisors's MSTR Position: Q2 2026 in Review

Aptus Capital Advisors increased its Strategy Inc (MSTR) stake by 1.9% in Q2 2026, buying an estimated $22.2K and bringing the position to 8,258 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Aptus Capital Advisors first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Aptus Capital Advisors held 8,258 shares of Strategy Inc worth $718K as of Q2 2026.
  • Aptus Capital Advisors bought 153 Strategy Inc shares in Q2 2026, an estimated $22.2K.
  • Strategy Inc made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #695 holding.
  • Aptus Capital Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's Strategy Inc position peaked at $2.77M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.