BPA
MSTR icon

Beacon Pointe Advisors’s Strategy Inc MSTR Stock Holding History

Beacon Pointe 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 		$692K Buy
5,546
+557
+11% +$79.6K ﹤0.01% 1155
2025
Q4 		$758K Buy
4,989
+423
+9% +$97.4K 0.01% 920
2025
Q3 		$1.47M Sell
4,566
-655
-13% -$243K 0.01% 623
2025
Q2 		$2.11M Sell
5,221
-529
-9% -$193K 0.02% 475
2025
Q1 		$1.66M Sell
5,750
-650
-10% -$206K 0.02% 507
2024
Q4 		$1.85M Sell
6,400
-260
-4% -$78.2K 0.02% 477
2024
Q3 		$1.12M Sell
6,660
-3,250
-33% -$465K 0.01% 604
2024
Q2 		$1.37M Buy
9,910
+130
+1% +$18.7K 0.02% 562
2024
Q1 		$1.67M Buy
9,780
+3,780
+63% +$345K 0.02% 537
2023
Q4 		$379K Buy
+6,000
New +$284K ﹤0.01% 991

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

Beacon Pointe Advisors's MSTR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Strategy Inc (MSTR) stake by 11% in Q1 2026, buying an estimated $79.6K and bringing the position to 5,546 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Beacon Pointe Advisors first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Beacon Pointe Advisors held 5,546 shares of Strategy Inc worth $692K as of Q1 2026.
  • Beacon Pointe Advisors bought 557 Strategy Inc shares in Q1 2026, an estimated $79.6K.
  • Strategy Inc made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1155 holding.
  • Beacon Pointe Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Beacon Pointe Advisors's Strategy Inc position peaked at $2.11M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.