Diversify Advisory Services’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$404K Buy
+4,095
New +$594K 0.01% 940
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

Diversify Advisory Services's MSTR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Strategy Inc (MSTR) in Q2 2026: 4,095 shares worth $404K. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MSTR as recently as Q4 2025.

Diversify Advisory Services first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $458K in Q3 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Diversify Advisory Services held 4,095 shares of Strategy Inc worth $404K as of Q2 2026.
  • Strategy Inc was a new Diversify Advisory Services position in Q2 2026.
  • Strategy Inc made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #940 holding.
  • Diversify Advisory Services first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's Strategy Inc position peaked at $458K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.