DAS
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Diversify Advisory Services’s Strategy Inc MSTR Stock Holding History

Diversify Advisory Services’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 		– Sell
-2,244
Closed -$390K – 622
2025
Q4 		$390K Buy
2,244
+514
+30% +$118K 0.01% 683
2025
Q3 		$458K Buy
1,730
+970
+128% +$360K 0.02% 589
2025
Q2 		$300K Buy
+760
New +$277K 0.01% 681

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

Diversify Advisory Services's MSTR Position: Q1 2026 in Review

Diversify Advisory Services sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 2,244 shares — an estimated $390K sold.

Diversify Advisory Services first reported a position in MSTR in Q2 2025 and held it in 3 quarters. The position peaked at $458K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Diversify Advisory Services reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,244 Strategy Inc shares in Q1 2026, an estimated $390K.
  • Diversify Advisory Services first reported a position in Strategy Inc in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's Strategy Inc position peaked at $458K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.