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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
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 $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

AssuredPartners Investment Advisors's MSTR Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Strategy Inc (MSTR) stake by 12% in Q1 2026, buying an estimated $36.2K and bringing the position to 2,328 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #329.

AssuredPartners Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $372K in Q1 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • AssuredPartners Investment Advisors held 2,328 shares of Strategy Inc worth $297K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 253 Strategy Inc shares in Q1 2026, an estimated $36.2K.
  • Strategy Inc made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #329 holding.
  • AssuredPartners Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 4 quarters since.
  • AssuredPartners Investment Advisors's Strategy Inc position peaked at $372K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.