Cetera Investment Advisers
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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
Q1 		$581 Buy
+100
New +$14.3K ﹤0.01% 4765

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

Cetera Investment Advisers's MSTR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Strategy Inc (MSTR) stake by 39% in Q1 2026, buying an estimated $11.2M and bringing the position to 279,626 shares worth $34.9M. The position accounts for 0.04% of the portfolio, ranked #483.

Cetera Investment Advisers first reported a position in MSTR in Q2 2021 and has held it in 10 quarters since. The position peaked at $61.7M in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Cetera Investment Advisers held 279,626 shares of Strategy Inc worth $34.9M as of Q1 2026.
  • Cetera Investment Advisers bought 78,628 Strategy Inc shares in Q1 2026, an estimated $11.2M.
  • Strategy Inc made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #483 holding.
  • Cetera Investment Advisers first reported a position in Strategy Inc in Q2 2021 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Strategy Inc position peaked at $61.7M in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.