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Halbert Hargrove Global Advisors’s Strategy Inc MSTR Stock Holding History

Halbert Hargrove Global 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 		$258 Buy
+3
New +$435 ﹤0.01% 616
2025
Q4 		– Sell
-12
Closed -$3.87K – 608
2025
Q3 		$3.87K Buy
+12
New +$4.45K ﹤0.01% 453

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

Halbert Hargrove Global Advisors's MSTR Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Strategy Inc (MSTR) in Q2 2026: 3 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in MSTR as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in MSTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.87K in Q3 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3 shares of Strategy Inc worth $258 as of Q2 2026.
  • Strategy Inc was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #616 holding.
  • Halbert Hargrove Global Advisors first reported a position in Strategy Inc in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Strategy Inc position peaked at $3.87K in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.