FFA
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First Foundation Advisors’s Strategy Inc MSTR Stock Holding History

First Foundation 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 		$347K Hold
3,992
– – 0.01% 284
2026
Q1 		$498K Hold
3,992
– – 0.02% 235
2025
Q4 		$607K Buy
3,992
+18
+0.5% +$4.14K 0.02% 213
2025
Q3 		$1.28M Buy
3,974
+37
+0.9% +$13.7K 0.05% 161
2025
Q2 		$1.59M Buy
3,937
+560
+17% +$204K 0.06% 156
2025
Q1 		$973K Hold
3,377
– – 0.04% 170
2024
Q4 		$978K Buy
3,377
+127
+4% +$38.2K 0.04% 175
2024
Q3 		$548K Hold
3,250
– – 0.02% 224
2024
Q2 		$448K Hold
3,250
– – 0.02% 234
2024
Q1 		$554K Hold
3,250
– – 0.02% 214
2023
Q4 		$205K Buy
+3,250
New +$154K 0.01% 335

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

First Foundation Advisors's MSTR Position: Q2 2026 in Review

First Foundation Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 3,992 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #284.

First Foundation Advisors first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • First Foundation Advisors held 3,992 shares of Strategy Inc worth $347K as of Q2 2026.
  • First Foundation Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #284 holding.
  • First Foundation Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • First Foundation Advisors's Strategy Inc position peaked at $1.59M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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