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Financial Sense Advisors’s Strategy Inc MSTR Stock Holding History

Financial Sense 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 		$354K Buy
+4,068
New +$591K 0.07% 116
2025
Q3 		– Sell
-4,832
Closed -$1.95M – 172
2025
Q2 		$1.95M Buy
4,832
+1,921
+66% +$700K 0.46% 45
2025
Q1 		$839K Buy
+2,911
New +$924K 0.23% 63
2024
Q4 		– Sell
-230
Closed -$38.8K – 126
2024
Q3 		$38.8K Sell
230
-70
-23% -$10K 0.01% 120
2024
Q2 		$41.3K Sell
300
-86,450
-100% -$12.5M 0.01% 117
2024
Q1 		$14.8M Sell
86,750
-147,180
-63% -$13.4M 4.88% 2
2023
Q4 		$14.8M Sell
233,930
-2,110
-0.9% -$100K 5.48% 2
2023
Q3 		$7.75M Buy
236,040
+173,040
+275% +$6.52M 3.29% 5
2023
Q2 		$2.16M Buy
63,000
+7,400
+13% +$224K 0.91% 34
2023
Q1 		$1.63M Sell
55,600
-8,000
-13% -$195K 0.72% 47
2022
Q4 		$900K Buy
63,600
+3,100
+5% +$63.4K 0.37% 59
2022
Q3 		$1.28M Buy
60,500
+4,550
+8% +$114K 0.54% 37
2022
Q2 		$919K Buy
+55,950
New +$1.62M 0.34% 61
2022
Q1 		– Sell
-47,950
Closed -$2.61M – 120
2021
Q4 		$2.61M Sell
47,950
-1,050
-2% -$72.2K 0.9% 23
2021
Q3 		$2.83M Sell
49,000
-2,950
-6% -$189K 0.95% 22
2021
Q2 		$3.45M Buy
+51,950
New +$3.07M 1.09% 24

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

Financial Sense Advisors's MSTR Position: Q2 2026 in Review

Financial Sense Advisors opened a new position in Strategy Inc (MSTR) in Q2 2026: 4,068 shares worth $354K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings. This is a return to the name: Financial Sense Advisors previously reported a position in MSTR as recently as Q2 2025.

Financial Sense Advisors first reported a position in MSTR in Q2 2021 and has held it in 16 quarters since. The position peaked at $14.8M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Financial Sense Advisors held 4,068 shares of Strategy Inc worth $354K as of Q2 2026.
  • Strategy Inc was a new Financial Sense Advisors position in Q2 2026.
  • Strategy Inc made up 0.07% of Financial Sense Advisors's portfolio in Q2 2026, its #116 holding.
  • Financial Sense Advisors first reported a position in Strategy Inc in Q2 2021 and has held it in 16 quarters since.
  • Financial Sense Advisors's Strategy Inc position peaked at $14.8M in Q1 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.