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Crewe Advisors’s Strategy Inc MSTR Stock Holding History

Crewe 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 		$7.13K Hold
82
– – ﹤0.01% 823
2026
Q1 		$10.2K Sell
82
-5
-6% -$715 ﹤0.01% 639
2025
Q4 		$13.2K Buy
87
+39
+81% +$8.98K ﹤0.01% 566
2025
Q3 		$15.5K Sell
48
-2
-4% -$742 ﹤0.01% 548
2025
Q2 		$20.2K Buy
50
+2
+4% +$729 ﹤0.01% 365
2025
Q1 		$13.8K Buy
48
+10
+26% +$3.17K ﹤0.01% 391
2024
Q4 		$11K Buy
+38
New +$11.4K ﹤0.01% 418

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

Crewe Advisors's MSTR Position: Q2 2026 in Review

Crewe Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 82 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Crewe Advisors first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Crewe Advisors held 82 shares of Strategy Inc worth $7.13K as of Q2 2026.
  • Crewe Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #823 holding.
  • Crewe Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Crewe Advisors's Strategy Inc position peaked at $20.2K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.