Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Strategy Inc MSTR Stock Holding History

Cambridge Investment Research 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
Q2 		$10.4M Buy
119,088
+3,360
+3% +$488K 0.02% 662
2026
Q1 		$14.4M Buy
115,728
+5,691
+5% +$814K 0.04% 474
2025
Q4 		$16.7M Buy
110,037
+9,483
+9% +$2.18M 0.04% 419
2025
Q3 		$32.4M Buy
100,554
+342
+0.3% +$127K 0.09% 224
2025
Q2 		$40.5M Sell
100,212
-11,623
-10% -$4.23M 0.12% 154
2025
Q1 		$32.2M Buy
111,835
+1,149
+1% +$365K 0.11% 182
2024
Q4 		$32.1M Buy
110,686
+1,125
+1% +$339K 0.11% 178
2024
Q3 		$18.5M Buy
109,561
+2,911
+3% +$416K 0.06% 304
2024
Q2 		$14.7M Buy
106,650
+3,690
+4% +$532K 0.05% 352
2024
Q1 		$17.6M Buy
102,960
+2,160
+2% +$197K 0.07% 287
2023
Q4 		$6.37M Sell
100,800
-4,860
-5% -$230K 0.03% 585
2023
Q3 		$3.47M Sell
105,660
-1,380
-1% -$52K 0.02% 846
2023
Q2 		$3.67M Buy
107,040
+3,580
+3% +$108K 0.02% 819
2023
Q1 		$3.02M Buy
103,460
+8,240
+9% +$201K 0.01% 894
2022
Q4 		$1.35M Buy
95,220
+4,570
+5% +$93.4K 0.01% 1311
2022
Q3 		$1.92M Buy
90,650
+5,390
+6% +$135K 0.01% 1059
2022
Q2 		$1.4M Buy
85,260
+24,450
+40% +$707K 0.01% 1235
2022
Q1 		$2.96M Buy
60,810
+40,910
+206% +$1.77M 0.01% 925
2021
Q4 		$1.08M Buy
19,900
+6,740
+51% +$463K ﹤0.01% 1526
2021
Q3 		$761K Buy
13,160
+750
+6% +$48.1K ﹤0.01% 1744
2021
Q2 		$825K Buy
12,410
+5,740
+86% +$340K ﹤0.01% 1679
2021
Q1 		$453K Buy
+6,670
New +$471K ﹤0.01% 1965

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's MSTR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Strategy Inc (MSTR) stake by 2.9% in Q2 2026, buying an estimated $488K and bringing the position to 119,088 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #662.

Cambridge Investment Research Advisors first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $40.5M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Cambridge Investment Research Advisors held 119,088 shares of Strategy Inc worth $10.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,360 Strategy Inc shares in Q2 2026, an estimated $488K.
  • Strategy Inc made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #662 holding.
  • Cambridge Investment Research Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Cambridge Investment Research Advisors's Strategy Inc position peaked at $40.5M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.