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Avantax Advisory Services’s Strategy Inc MSTR Stock Holding History

Avantax 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
2025
Q2 		$19.9M Buy
49,309
+1,288
+3% +$469K 0.11% 143
2025
Q1 		$13.8M Buy
48,021
+3,923
+9% +$1.25M 0.08% 186
2024
Q4 		$12.8M Sell
44,098
-2,232
-5% -$672K 0.08% 185
2024
Q3 		$7.81M Buy
46,330
+10,040
+28% +$1.44M 0.05% 286
2024
Q2 		$5M Buy
36,290
+3,820
+12% +$550K 0.04% 371
2024
Q1 		$5.53M Sell
32,470
-8,330
-20% -$759K 0.05% 290
2023
Q4 		$2.58M Buy
40,800
+2,410
+6% +$114K 0.03% 437
2023
Q3 		$1.26M Buy
38,390
+540
+1% +$20.3K 0.01% 601
2023
Q2 		$1.3M Buy
37,850
+2,730
+8% +$82.7K 0.01% 593
2023
Q1 		$1.03M Sell
35,120
-6,730
-16% -$164K 0.01% 658
2022
Q4 		$592K Buy
41,850
+11,060
+36% +$226K 0.01% 796
2022
Q3 		$654K Buy
30,790
+570
+2% +$14.3K 0.01% 676
2022
Q2 		$497K Buy
30,220
+14,210
+89% +$411K 0.01% 787
2022
Q1 		$774K Buy
16,010
+4,410
+38% +$191K 0.01% 629
2021
Q4 		$632K Buy
11,600
+5,500
+90% +$378K 0.01% 679
2021
Q3 		$352K Buy
6,100
+490
+9% +$31.4K 0.01% 852
2021
Q2 		$373K Buy
+5,610
New +$332K 0.01% 810

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avantax Advisory Services's MSTR Position: Q2 2025 in Review

Avantax Advisory Services increased its Strategy Inc (MSTR) stake by 2.7% in Q2 2025, buying an estimated $469K and bringing the position to 49,309 shares worth $19.9M. The position accounts for 0.11% of the portfolio, ranked #143.

Avantax Advisory Services first reported a position in MSTR in Q2 2021 and has held it in 17 quarters since. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Avantax Advisory Services held 49,309 shares of Strategy Inc worth $19.9M as of Q2 2025.
  • Avantax Advisory Services bought 1,288 Strategy Inc shares in Q2 2025, an estimated $469K.
  • Strategy Inc made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #143 holding.
  • Avantax Advisory Services first reported a position in Strategy Inc in Q2 2021 and has held it in 17 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.