AIA
MSTR icon

AssuredPartners Investment Advisors’s Strategy Inc MSTR Stock Holding History

AssuredPartners Investment 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 		$225K Buy
2,590
+262
+11% +$38K 0.02% 384
2026
Q1 		$297K Buy
2,328
+253
+12% +$36.2K 0.03% 329
2025
Q4 		$315K Buy
+2,075
New +$478K 0.05% 269
2025
Q2 		– Sell
-1,290
Closed -$372K – 301
2025
Q1 		$372K Buy
1,290
+30
+2% +$9.53K 0.07% 241
2024
Q4 		$365K Buy
+1,260
New +$379K 0.07% 250

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's MSTR Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Strategy Inc (MSTR) stake by 11% in Q2 2026, buying an estimated $38K and bringing the position to 2,590 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #384.

AssuredPartners Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $372K in Q1 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,590 shares of Strategy Inc worth $225K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 262 Strategy Inc shares in Q2 2026, an estimated $38K.
  • Strategy Inc made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • AssuredPartners Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's Strategy Inc position peaked at $372K in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.