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Frazier Financial Advisors’s Strategy Inc MSTR Stock Holding History

Frazier Financial 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 		$5.62K Hold
45
– – ﹤0.01% 497
2025
Q4 		$6.84K Hold
45
– – ﹤0.01% 419
2025
Q3 		$14.5K Hold
45
– – 0.01% 303
2025
Q2 		$18.2K Hold
45
– – 0.01% 275
2025
Q1 		$13K Hold
45
– – 0.01% 296
2024
Q4 		$13.6K Buy
+45
New +$13.5K 0.01% 292

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frazier Financial Advisors's MSTR Position: Q1 2026 in Review

Frazier Financial Advisors held its Strategy Inc (MSTR) position steady in Q1 2026 at 45 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Frazier Financial Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.2K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Frazier Financial Advisors held 45 shares of Strategy Inc worth $5.62K as of Q1 2026.
  • Frazier Financial Advisors left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #497 holding.
  • Frazier Financial Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Frazier Financial Advisors's Strategy Inc position peaked at $18.2K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.