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Great Lakes Advisors’s Strategy Inc MSTR Stock Holding History

Great Lakes 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
-2,245
Closed -$280K – 857
2026
Q1 		$280K Sell
2,245
-1,498
-40% -$214K ﹤0.01% 707
2025
Q4 		$569K Sell
3,743
-609
-14% -$140K ﹤0.01% 588
2025
Q3 		$1.4M Sell
4,352
-3,940
-48% -$1.46M 0.01% 491
2025
Q2 		$3.35M Buy
8,292
+3,884
+88% +$1.41M 0.03% 370
2025
Q1 		$1.27M Sell
4,408
-456
-9% -$145K 0.01% 489
2024
Q4 		$1.41M Sell
4,864
-28
-0.6% -$8.43K 0.01% 530
2024
Q3 		$825K Buy
4,892
+62
+1% +$8.86K 0.01% 599
2024
Q2 		$665K Buy
4,830
+700
+17% +$101K 0.01% 616
2024
Q1 		$704K Buy
+4,130
New +$377K 0.01% 576
2019
Q1 		– Sell
-337,080
Closed -$4.31M – 603
2018
Q4 		$4.31M Buy
+337,080
New +$4.27M 0.1% 215

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

Great Lakes Advisors's MSTR Position: Q2 2026 in Review

Great Lakes Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,245 shares — an estimated $280K sold.

Great Lakes Advisors first reported a position in MSTR in Q4 2018 and held it in 10 quarters. The position peaked at $4.31M in Q4 2018. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Great Lakes Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 2,245 Strategy Inc shares in Q2 2026, an estimated $280K.
  • Great Lakes Advisors first reported a position in Strategy Inc in Q4 2018 and held it in 10 quarters.
  • Great Lakes Advisors's Strategy Inc position peaked at $4.31M in Q4 2018.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.