CA
MSTR icon

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
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 $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

Claro Advisors's MSTR Position: Q1 2026 in Review

Claro Advisors increased its Strategy Inc (MSTR) stake by 0.97% in Q1 2026, buying an estimated $2.57K and bringing the position to 1,871 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #440.

Claro Advisors first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2024. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Claro Advisors held 1,871 shares of Strategy Inc worth $234K as of Q1 2026.
  • Claro Advisors bought 18 Strategy Inc shares in Q1 2026, an estimated $2.57K.
  • Strategy Inc made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #440 holding.
  • Claro Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Claro Advisors's Strategy Inc position peaked at $1.46M in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.