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Clearstead Advisors’s Strategy Inc MSTR Stock Holding History

Clearstead 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 		$230K Sell
1,839
-175
-9% -$25K ﹤0.01% 955
2025
Q4 		$306K Buy
2,014
+34
+2% +$7.83K ﹤0.01% 808
2025
Q3 		$638K Sell
1,980
-95
-5% -$35.2K 0.01% 561
2025
Q2 		$839K Hold
2,075
– – 0.01% 490
2025
Q1 		$598K Buy
2,075
+1,925
+1,283% +$611K 0.01% 536
2024
Q4 		$43.4K Hold
150
– – ﹤0.01% 1197
2024
Q3 		$25.3K Hold
150
– – ﹤0.01% 1362
2024
Q2 		$20.7K Sell
150
-170
-53% -$24.5K ﹤0.01% 1371
2024
Q1 		$39.9K Buy
+320
New +$29.2K ﹤0.01% 820

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

Clearstead Advisors's MSTR Position: Q1 2026 in Review

Clearstead Advisors reduced its Strategy Inc (MSTR) stake by 8.7% in Q1 2026, selling an estimated $25K and leaving 1,839 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Clearstead Advisors first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $839K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Clearstead Advisors held 1,839 shares of Strategy Inc worth $230K as of Q1 2026.
  • Clearstead Advisors sold 175 Strategy Inc shares in Q1 2026, an estimated $25K.
  • Strategy Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #955 holding.
  • Clearstead Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Strategy Inc position peaked at $839K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.