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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
2025
Q3 		– Hold
0
– -$2.02M – 171
2025
Q2 		– Hold
0
– – – 42
2024
Q4 		– Hold
0
– -$2.11M – 125
2024
Q3 		– Hold
0
– – – 34
2024
Q2 		– Hold
0
– – – 101

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.