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Colonial Trust Advisors’s Strategy Inc MSTR Stock Holding History

Colonial Trust 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 		$22.5K Buy
180
+100
+125% +$14.3K ﹤0.01% 436
2025
Q4 		$12.2K Hold
80
– – ﹤0.01% 491
2025
Q3 		$25.8K Hold
80
– – ﹤0.01% 408
2025
Q2 		$32.3K Hold
80
– – ﹤0.01% 390
2025
Q1 		$23.1K Hold
80
– – ﹤0.01% 413
2024
Q4 		$23.2K Hold
80
– – ﹤0.01% 396
2024
Q3 		$13.5K Hold
80
– – ﹤0.01% 498
2024
Q2 		$11K Hold
80
– – ﹤0.01% 510
2024
Q1 		$13.6K Buy
+80
New +$7.29K ﹤0.01% 542

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

Colonial Trust Advisors's MSTR Position: Q1 2026 in Review

Colonial Trust Advisors increased its Strategy Inc (MSTR) stake by 125% in Q1 2026, buying an estimated $14.3K and bringing the position to 180 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Colonial Trust Advisors first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.3K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Colonial Trust Advisors held 180 shares of Strategy Inc worth $22.5K as of Q1 2026.
  • Colonial Trust Advisors bought 100 Strategy Inc shares in Q1 2026, an estimated $14.3K.
  • Strategy Inc made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #436 holding.
  • Colonial Trust Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Colonial Trust Advisors's Strategy Inc position peaked at $32.3K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.