Empower Advisory Group
MSTR icon

Empower Advisory Group’s Strategy Inc MSTR Stock Holding History

Empower Advisory Group’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
-1,752
Closed -$266K – 540
2025
Q4 		$266K Sell
1,752
-342
-16% -$78.7K ﹤0.01% 434
2025
Q3 		$675K Sell
2,094
-84
-4% -$31.2K ﹤0.01% 291
2025
Q2 		$880K Buy
2,178
+199
+10% +$72.5K ﹤0.01% 254
2025
Q1 		$570K Buy
1,979
+37
+2% +$11.7K ﹤0.01% 305
2024
Q4 		$562K Buy
1,942
+571
+42% +$172K ﹤0.01% 311
2024
Q3 		$231K Buy
+1,371
New +$196K ﹤0.01% 451

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

Empower Advisory Group's MSTR Position: Q1 2026 in Review

Empower Advisory Group sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,752 shares — an estimated $266K sold.

Empower Advisory Group first reported a position in MSTR in Q3 2024 and held it in 6 quarters. The position peaked at $880K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Empower Advisory Group reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Empower Advisory Group sold 1,752 Strategy Inc shares in Q1 2026, an estimated $266K.
  • Empower Advisory Group first reported a position in Strategy Inc in Q3 2024 and held it in 6 quarters.
  • Empower Advisory Group's Strategy Inc position peaked at $880K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.