Cetera Investment Advisers
MSTR icon

Cetera Investment Advisers’s Strategy Inc MSTR Stock Holding History

Cetera Investment Advisers’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 		$18.4M Sell
211,203
-68,423
-24% -$9.93M 0.02% 804
2026
Q1 		$34.9M Buy
279,626
+78,628
+39% +$11.2M 0.04% 483
2025
Q4 		$30.5M Buy
200,998
+9,401
+5% +$2.16M 0.03% 491
2025
Q3 		$61.7M Buy
191,597
+67,028
+54% +$24.9M 0.07% 261
2025
Q2 		$50.4M Buy
124,569
+7,000
+6% +$2.55M 0.09% 233
2025
Q1 		$33.9M Buy
117,569
+17,089
+17% +$5.43M 0.07% 302
2024
Q4 		$29.1M Sell
100,480
-18,585
-16% -$5.59M 0.06% 324
2024
Q3 		$20.1M Buy
119,065
+56,505
+90% +$8.08M 0.04% 415
2024
Q2 		$8.62M Buy
62,560
+10,340
+20% +$1.49M 0.02% 735
2024
Q1 		$8.9M Buy
+52,220
New +$4.76M 0.02% 707
2021
Q3 		– Sell
-5,260
Closed -$350K – 1843
2021
Q2 		$350K Buy
+5,260
New +$311K 0.01% 1317

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

Cetera Investment Advisers's MSTR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Strategy Inc (MSTR) stake by 24% in Q2 2026, selling an estimated $9.93M and leaving 211,203 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #804.

Cetera Investment Advisers first reported a position in MSTR in Q2 2021 and has held it in 11 quarters since. The position peaked at $61.7M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Cetera Investment Advisers held 211,203 shares of Strategy Inc worth $18.4M as of Q2 2026.
  • Cetera Investment Advisers sold 68,423 Strategy Inc shares in Q2 2026, an estimated $9.93M.
  • Strategy Inc made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #804 holding.
  • Cetera Investment Advisers first reported a position in Strategy Inc in Q2 2021 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Strategy Inc position peaked at $61.7M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.