HSA
MSTR icon

HBK Sorce Advisory’s Strategy Inc MSTR Stock Holding History

HBK Sorce 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
Q1 		$202K Buy
+1,078
New +$154K ﹤0.01% 608
2025
Q4 		– Sell
-768
Closed -$228K – 657
2025
Q3 		$228K Buy
768
+18
+2% +$6.68K 0.01% 541
2025
Q2 		$303K Buy
+750
New +$273K 0.01% 456

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Sorce Advisory's MSTR Position: Q1 2026 in Review

HBK Sorce Advisory opened a new position in Strategy Inc (MSTR) in Q1 2026: 1,078 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in MSTR as recently as Q3 2025.

HBK Sorce Advisory first reported a position in MSTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $303K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • HBK Sorce Advisory held 1,078 shares of Strategy Inc worth $202K as of Q1 2026.
  • Strategy Inc was a new HBK Sorce Advisory position in Q1 2026.
  • Strategy Inc made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #608 holding.
  • HBK Sorce Advisory first reported a position in Strategy Inc in Q2 2025 and has held it in 3 quarters since.
  • HBK Sorce Advisory's Strategy Inc position peaked at $303K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.