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Garden State Investment Advisory Services’s Strategy Inc MSTR Stock Holding History

Garden State Investment Advisory Services’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 		$257K Hold
2,952
– – 0.05% 275
2026
Q1 		$368K Buy
2,952
+22
+0.8% +$3.15K 0.08% 201
2025
Q4 		$445K Buy
2,930
+65
+2% +$15K 0.1% 170
2025
Q3 		$923K Hold
2,865
– – 0.21% 95
2025
Q2 		$1.16M Hold
2,865
– – 0.29% 73
2025
Q1 		$826K Buy
2,865
+160
+6% +$50.8K 0.26% 82
2024
Q4 		$783K Buy
2,705
+75
+3% +$22.6K 0.23% 85
2024
Q3 		$443K Buy
2,630
+250
+11% +$35.7K 0.14% 132
2024
Q2 		$328K Buy
2,380
+70
+3% +$10.1K 0.11% 156
2024
Q1 		$381K Buy
+2,310
New +$211K 0.14% 139

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

Garden State Investment Advisory Services's MSTR Position: Q2 2026 in Review

Garden State Investment Advisory Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 2,952 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #275.

Garden State Investment Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Garden State Investment Advisory Services held 2,952 shares of Strategy Inc worth $257K as of Q2 2026.
  • Garden State Investment Advisory Services left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.05% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #275 holding.
  • Garden State Investment Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Garden State Investment Advisory Services's Strategy Inc position peaked at $1.16M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.