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Catalyst Capital Advisors’s Strategy Inc MSTR Stock Holding History

Catalyst Capital 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 		$13.4K Buy
154
+58
+60% +$8.42K ﹤0.01% 360
2026
Q1 		$12K Sell
96
-2
-2% -$286 ﹤0.01% 354
2025
Q4 		$14.9K Sell
98
-25
-20% -$5.76K ﹤0.01% 361
2025
Q3 		$39.6K Sell
123
-25
-17% -$9.28K ﹤0.01% 394
2025
Q2 		$59.8K Sell
148
-26
-15% -$9.47K ﹤0.01% 393
2025
Q1 		$50.2K Buy
+174
New +$55.2K ﹤0.01% 367

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

Catalyst Capital Advisors's MSTR Position: Q2 2026 in Review

Catalyst Capital Advisors increased its Strategy Inc (MSTR) stake by 60% in Q2 2026, buying an estimated $8.42K and bringing the position to 154 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Catalyst Capital Advisors first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $59.8K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Catalyst Capital Advisors held 154 shares of Strategy Inc worth $13.4K as of Q2 2026.
  • Catalyst Capital Advisors bought 58 Strategy Inc shares in Q2 2026, an estimated $8.42K.
  • Strategy Inc made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #360 holding.
  • Catalyst Capital Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Catalyst Capital Advisors's Strategy Inc position peaked at $59.8K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.