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Coppell Advisory Solutions’s Strategy Inc MSTR Stock Holding History

Coppell Advisory Solutions’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 		$431K Buy
+2
New +$290 0.04% 322
2025
Q1 		– Sell
-15
Closed -$4.54K – 1282
2024
Q4 		$4.54K Sell
15
-105
-88% -$31.6K ﹤0.01% 1347
2024
Q3 		$21.1K Buy
+120
New +$17.2K ﹤0.01% 854
2023
Q4 		$1.26K Buy
+20
New +$948 ﹤0.01% 1378

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

Coppell Advisory Solutions's MSTR Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Strategy Inc (MSTR) in Q2 2026: 2 shares worth $431K. The stake represents 0.04% of the portfolio and ranks #322 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in MSTR as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in MSTR in Q4 2023 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Coppell Advisory Solutions held 2 shares of Strategy Inc worth $431K as of Q2 2026.
  • Strategy Inc was a new Coppell Advisory Solutions position in Q2 2026.
  • Strategy Inc made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #322 holding.
  • Coppell Advisory Solutions first reported a position in Strategy Inc in Q4 2023 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.