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Avantax Planning Partners’s Strategy Inc MSTR Stock Holding History

Avantax Planning Partners’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
2,591
+297
+13% +$43.1K 0.01% 422
2026
Q1 		$286K Buy
2,294
+187
+9% +$26.7K 0.01% 357
2025
Q4 		$320K Buy
2,107
+548
+35% +$126K 0.01% 347
2025
Q3 		$502K Buy
1,559
+353
+29% +$131K 0.01% 268
2025
Q2 		$488K Buy
1,206
+41
+4% +$14.9K 0.02% 271
2025
Q1 		$336K Sell
1,165
-10
-0.9% -$3.17K 0.01% 318
2024
Q4 		$340K Buy
+1,175
New +$354K 0.01% 311
2024
Q2 		– Sell
-1,310
Closed -$223K – 487
2024
Q1 		$223K Buy
+1,310
New +$119K 0.01% 424

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's MSTR Position: Q2 2026 in Review

Avantax Planning Partners increased its Strategy Inc (MSTR) stake by 13% in Q2 2026, buying an estimated $43.1K and bringing the position to 2,591 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #422.

Avantax Planning Partners first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $502K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Avantax Planning Partners held 2,591 shares of Strategy Inc worth $225K as of Q2 2026.
  • Avantax Planning Partners bought 297 Strategy Inc shares in Q2 2026, an estimated $43.1K.
  • Strategy Inc made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #422 holding.
  • Avantax Planning Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
  • Avantax Planning Partners's Strategy Inc position peaked at $502K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.