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Argent Advisors’s Strategy Inc MSTR Stock Holding History

Argent 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
Q1 		$1.31M Buy
10,500
+500
+5% +$71.5K 0.36% 73
2025
Q4 		$1.52M Sell
10,000
-1,000
-9% -$230K 0.42% 61
2025
Q3 		$3.54M Sell
11,000
-4,000
-27% -$1.48M 1.05% 22
2025
Q2 		$6.06M Buy
15,000
+4,000
+36% +$1.46M 1.87% 16
2025
Q1 		$3.17M Buy
11,000
+2,500
+29% +$794K 1.06% 21
2024
Q4 		$2.46M Buy
+8,500
New +$2.56M 0.91% 27

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Argent Advisors's MSTR Position: Q1 2026 in Review

Argent Advisors increased its Strategy Inc (MSTR) stake by 5% in Q1 2026, buying an estimated $71.5K and bringing the position to 10,500 shares worth $1.31M. The position accounts for 0.36% of the portfolio, ranked #73.

Argent Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.06M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Argent Advisors held 10,500 shares of Strategy Inc worth $1.31M as of Q1 2026.
  • Argent Advisors bought 500 Strategy Inc shares in Q1 2026, an estimated $71.5K.
  • Strategy Inc made up 0.36% of Argent Advisors's portfolio in Q1 2026, its #73 holding.
  • Argent Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Argent Advisors's Strategy Inc position peaked at $6.06M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.