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Foundations Investment Advisors’s Strategy Inc MSTR Stock Holding History

Foundations Investment 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 		$27.7M Buy
318,171
+12,723
+4% +$1.85M 0.28% 83
2026
Q1 		$38.1M Buy
305,448
+39,703
+15% +$5.68M 0.47% 57
2025
Q4 		$40.4M Buy
265,745
+155,555
+141% +$35.8M 0.53% 50
2025
Q3 		$35.5M Buy
110,190
+428
+0.4% +$159K 0.52% 49
2025
Q2 		$44.4M Buy
109,762
+2,733
+3% +$996K 0.7% 36
2025
Q1 		$30.9M Buy
107,029
+3,931
+4% +$1.25M 0.57% 43
2024
Q4 		$29.9M Sell
103,098
-17,872
-15% -$5.38M 0.58% 42
2024
Q3 		$20.4M Buy
120,970
+1,810
+2% +$259K 0.43% 58
2024
Q2 		$16.4M Buy
119,160
+4,750
+4% +$684K 0.4% 63
2024
Q1 		$19.5M Sell
114,410
-3,980
-3% -$363K 0.51% 44
2023
Q4 		$5.96M Buy
118,390
+10,900
+10% +$517K 0.16% 103
2023
Q3 		$3.53M Sell
107,490
-2,760
-3% -$104K 0.11% 148
2023
Q2 		$3.78M Sell
110,250
-5,400
-5% -$164K 0.13% 120
2023
Q1 		$3.38M Buy
+115,650
New +$2.82M 0.12% 113

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

Foundations Investment Advisors's MSTR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Strategy Inc (MSTR) stake by 4.2% in Q2 2026, buying an estimated $1.85M and bringing the position to 318,171 shares worth $27.7M. The position accounts for 0.28% of the portfolio, ranked #83.

Foundations Investment Advisors first reported a position in MSTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.4M in Q2 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Foundations Investment Advisors held 318,171 shares of Strategy Inc worth $27.7M as of Q2 2026.
  • Foundations Investment Advisors bought 12,723 Strategy Inc shares in Q2 2026, an estimated $1.85M.
  • Strategy Inc made up 0.28% of Foundations Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Foundations Investment Advisors first reported a position in Strategy Inc in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Strategy Inc position peaked at $44.4M in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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