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Beacon Investment Advisory Services’s Strategy Inc MSTR Stock Holding History

Beacon Investment 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
2026
Q2 		$1.39K Hold
16
– – ﹤0.01% 770
2026
Q1 		$2K Buy
+16
New +$2.29K ﹤0.01% 734

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Invesco
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Morgan Stanley
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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

Beacon Investment Advisory Services's MSTR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 16 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Beacon Investment Advisory Services first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2K in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Beacon Investment Advisory Services held 16 shares of Strategy Inc worth $1.39K as of Q2 2026.
  • Beacon Investment Advisory Services left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #770 holding.
  • Beacon Investment Advisory Services first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Strategy Inc position peaked at $2K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.