Gladstone Institutional Advisory’s Strategy Inc MSTR Stock Holding History

Gladstone Institutional Advisory’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	$869K	Buy	9,997 +2,524	+34%	+$366K	0.03%	445
2026 Q1	$933K	Buy	7,473 +844	+13%	+$121K	0.03%	385
2025 Q4	$1.01M	Sell	6,629 -800	-11%	-$184K	0.04%	364
2025 Q3	$2.39M	Sell	7,429 -772	-9%	-$286K	0.09%	216
2025 Q2	$3.32M	Buy	8,201 +577	+8%	+$210K	0.14%	166
2025 Q1	$2.2M	Sell	7,624 -193	-2%	-$61.3K	0.1%	210
2024 Q4	$2.26M	Buy	7,817 +649	+9%	+$195K	0.11%	206
2024 Q3	$1.21M	Buy	7,168 +888	+14%	+$127K	0.06%	295
2024 Q2	$865K	Buy	6,280 +4,180	+199%	+$602K	0.05%	319
2024 Q1	$358K	Sell	2,100 -1,690	-45%	-$154K	0.02%	495
2023 Q4	$239K	Sell	3,790 -2,320	-38%	-$110K	0.01%	576
2023 Q3	$201K	Sell	6,110 -1,350	-18%	-$50.8K	0.01%	580
2023 Q2	$255K	Buy	+7,460	New	+$226K	0.02%	547

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gladstone Institutional Advisory's MSTR Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Strategy Inc (MSTR) stake by 34% in Q2 2026, buying an estimated $366K and bringing the position to 9,997 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #445.

Gladstone Institutional Advisory first reported a position in MSTR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.32M in Q2 2025. 218 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Gladstone Institutional Advisory held 9,997 shares of Strategy Inc worth $869K as of Q2 2026.
Gladstone Institutional Advisory bought 2,524 Strategy Inc shares in Q2 2026, an estimated $366K.
Strategy Inc made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #445 holding.
Gladstone Institutional Advisory first reported a position in Strategy Inc in Q2 2023 and has held it in 13 quarters since.
Gladstone Institutional Advisory's Strategy Inc position peaked at $3.32M in Q2 2025.
218 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.