Concurrent Investment Advisors’s Strategy Inc MSTR Stock Holding History

Concurrent Investment 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	$328K	Sell	3,770 -3,969	-51%	-$576K	﹤0.01%	1643
2026 Q1	$966K	Sell	7,739 -1,827	-19%	-$261K	0.01%	893
2025 Q4	$1.45M	Buy	9,566 +3,185	+50%	+$733K	0.02%	689
2025 Q3	$2.06M	Sell	6,381 -3,030	-32%	-$1.12M	0.04%	462
2025 Q2	$3.8M	Buy	9,411 +3,857	+69%	+$1.4M	0.07%	277
2025 Q1	$1.6M	Buy	5,554 +1,089	+24%	+$346K	0.04%	417
2024 Q4	$1.29M	Buy	4,465 +842	+23%	+$253K	0.03%	427
2024 Q3	$611K	Buy	3,623 +1,383	+62%	+$198K	0.02%	578
2024 Q2	$308K	Buy	+2,240	New	+$323K	0.01%	727

Other funds holding MSTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Concurrent Investment Advisors's MSTR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Strategy Inc (MSTR) stake by 51% in Q2 2026, selling an estimated $576K and leaving 3,770 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Concurrent Investment Advisors first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.8M in Q2 2025. 309 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Concurrent Investment Advisors held 3,770 shares of Strategy Inc worth $328K as of Q2 2026.
Concurrent Investment Advisors sold 3,969 Strategy Inc shares in Q2 2026, an estimated $576K.
Strategy Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1643 holding.
Concurrent Investment Advisors first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Strategy Inc position peaked at $3.8M in Q2 2025.
309 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.