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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
2024
Q2 		– Sell
-5,000
Closed -$402K – 2112
2024
Q1 		$402K Buy
+5,000
New +$456K ﹤0.01% 1149

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.