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 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Foundation Advisors's MSTR Position: Q1 2026 in Review

First Foundation Advisors held its Strategy Inc (MSTR) position steady in Q1 2026 at 3,992 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #235.

First Foundation Advisors first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

First Foundation Advisors held 3,992 shares of Strategy Inc worth $498K as of Q1 2026.
First Foundation Advisors left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #235 holding.
First Foundation Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
First Foundation Advisors's Strategy Inc position peaked at $1.59M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.