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Claro Advisors’s Strategy Inc MSTR Stock Holding History

Claro 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 		– Sell
-1,871
Closed -$234K – 559
2026
Q1 		$234K Buy
1,871
+18
+1% +$2.57K 0.03% 440
2025
Q4 		$282K Buy
1,853
+45
+2% +$10.4K 0.04% 343
2025
Q3 		$583K Sell
1,808
-236
-12% -$87.6K 0.09% 201
2025
Q2 		$826K Sell
2,044
-1,931
-49% -$703K 0.14% 144
2025
Q1 		$1.15M Sell
3,975
-1,053
-21% -$334K 0.15% 128
2024
Q4 		$1.46M Sell
5,028
-32
-0.6% -$9.63K 0.2% 95
2024
Q3 		$853K Sell
5,060
-40
-0.8% -$5.72K 0.11% 184
2024
Q2 		$702K Sell
5,100
-50
-1% -$7.21K 0.11% 192
2024
Q1 		$877K Buy
+5,150
New +$470K 0.15% 154

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

Claro Advisors's MSTR Position: Q2 2026 in Review

Claro Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,871 shares — an estimated $234K sold.

Claro Advisors first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $1.46M in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Claro Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Claro Advisors sold 1,871 Strategy Inc shares in Q2 2026, an estimated $234K.
  • Claro Advisors first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
  • Claro Advisors's Strategy Inc position peaked at $1.46M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.