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Farther Finance Advisors’s Strategy Inc MSTR Stock Holding History

Farther Finance 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 		$1.23M Buy
14,093
+2,280
+19% +$331K 0.01% 978
2026
Q1 		$1.45M Buy
11,813
+529
+5% +$75.6K 0.01% 794
2025
Q4 		$1.71M Buy
11,284
+3,480
+45% +$801K 0.02% 646
2025
Q3 		$2.51M Buy
7,804
+463
+6% +$172K 0.04% 372
2025
Q2 		$2.97M Buy
7,341
+974
+15% +$355K 0.06% 270
2025
Q1 		$1.95M Sell
6,367
-213
-3% -$67.6K 0.05% 307
2024
Q4 		$1.91M Buy
6,580
+2,975
+83% +$895K 0.07% 228
2024
Q3 		$608K Buy
3,605
+2,705
+301% +$387K 0.02% 516
2024
Q2 		$123K Buy
900
+800
+800% +$115K 0.01% 1045
2024
Q1 		$16.4K Buy
100
+10
+11% +$912 ﹤0.01% 1561
2023
Q4 		$5.68K Buy
90
+60
+200% +$2.84K ﹤0.01% 1898
2023
Q3 		$985 Hold
30
– – ﹤0.01% 2087
2023
Q2 		$1.03K Hold
30
– – ﹤0.01% 1972
2023
Q1 		$877 Buy
+30
New +$732 ﹤0.01% 1878

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

Farther Finance Advisors's MSTR Position: Q2 2026 in Review

Farther Finance Advisors increased its Strategy Inc (MSTR) stake by 19% in Q2 2026, buying an estimated $331K and bringing the position to 14,093 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #978.

Farther Finance Advisors first reported a position in MSTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.97M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Farther Finance Advisors held 14,093 shares of Strategy Inc worth $1.23M as of Q2 2026.
  • Farther Finance Advisors bought 2,280 Strategy Inc shares in Q2 2026, an estimated $331K.
  • Strategy Inc made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #978 holding.
  • Farther Finance Advisors first reported a position in Strategy Inc in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Strategy Inc position peaked at $2.97M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.