GHP Investment Advisors’s Strategy Inc MSTR Stock Holding History

GHP 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	–	Sell	-9	Closed	-$1.12K	–	1436
2026 Q1	$1.12K	Buy	+9	New	+$1.29K	﹤0.01%	1030
2017 Q4	–	Sell	-64,400	Closed	-$822K	–	304
2017 Q3	$822K	Buy	64,400 +8,000	+14%	+$116K	0.12%	189
2017 Q2	$1.08M	Buy	56,400 +5,850	+12%	+$109K	0.17%	162
2017 Q1	$949K	Buy	50,550 +400	+0.8%	+$7.75K	0.16%	169
2016 Q4	$990K	Buy	50,150 +8,700	+21%	+$165K	0.18%	153
2016 Q3	$694K	Buy	41,450 +1,450	+4%	+$24.9K	0.14%	176
2016 Q2	$700K	Buy	40,000 +1,950	+5%	+$35.9K	0.15%	172
2016 Q1	$684K	Buy	38,050 +2,850	+8%	+$46.2K	0.15%	173
2015 Q4	$631K	Buy	35,200 +4,750	+16%	+$86.4K	0.15%	165
2015 Q3	$598K	Buy	30,450 +3,750	+14%	+$74.3K	0.15%	162
2015 Q2	$484K	Buy	26,700 +2,450	+10%	+$43.1K	0.12%	183
2015 Q1	$410K	Hold	24,250	–	–	0.11%	201
2014 Q4	$394K	Buy	24,250 +2,200	+10%	+$34.8K	0.11%	197
2014 Q3	$289K	Hold	22,050	–	–	0.09%	215
2014 Q2	$310K	Buy	+22,050	New	+$281K	0.09%	208

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

GHP Investment Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 9 shares — an estimated $1.12K sold.

GHP Investment Advisors first reported a position in MSTR in Q2 2014 and held it in 15 quarters. The position peaked at $1.08M in Q2 2017. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

GHP Investment Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
GHP Investment Advisors sold 9 Strategy Inc shares in Q2 2026, an estimated $1.12K.
GHP Investment Advisors first reported a position in Strategy Inc in Q2 2014 and held it in 15 quarters.
GHP Investment Advisors's Strategy Inc position peaked at $1.08M in Q2 2017.
850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.