CA
MSTR icon

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
Q2 		$164K Buy
1,886
+47
+3% +$6.82K ﹤0.01% 1118
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 $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

Clearstead Advisors's MSTR Position: Q2 2026 in Review

Clearstead Advisors increased its Strategy Inc (MSTR) stake by 2.6% in Q2 2026, buying an estimated $6.82K and bringing the position to 1,886 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Clearstead Advisors first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $839K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Clearstead Advisors held 1,886 shares of Strategy Inc worth $164K as of Q2 2026.
  • Clearstead Advisors bought 47 Strategy Inc shares in Q2 2026, an estimated $6.82K.
  • Strategy Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1118 holding.
  • Clearstead Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Strategy Inc position peaked at $839K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.