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HighPoint Advisor Group’s Strategy Inc MSTR Stock Holding History

HighPoint Advisor Group’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 		$314K Buy
3,609
+200
+6% +$29K 0.01% 566
2026
Q1 		$425K Sell
3,409
-4,629
-58% -$662K 0.02% 455
2025
Q4 		$1.22M Buy
8,038
+2,857
+55% +$658K 0.03% 420
2025
Q3 		$1.67M Buy
5,181
+141
+3% +$52.3K 0.08% 186
2025
Q2 		$2.04M Buy
5,040
+578
+13% +$211K 0.11% 152
2025
Q1 		$1.7M Buy
4,462
+825
+23% +$262K 0.1% 163
2024
Q4 		$1.16M Buy
3,637
+1,170
+47% +$352K 0.06% 224
2024
Q3 		$567K Buy
2,467
+817
+50% +$117K 0.03% 332
2024
Q2 		$265K Buy
1,650
+20
+1% +$2.88K 0.02% 508
2024
Q1 		$203K Buy
1,630
+230
+16% +$21K 0.01% 596
2023
Q4 		$260K Buy
+1,400
New +$66.4K 0.02% 511

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

HighPoint Advisor Group's MSTR Position: Q2 2026 in Review

HighPoint Advisor Group increased its Strategy Inc (MSTR) stake by 5.9% in Q2 2026, buying an estimated $29K and bringing the position to 3,609 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #566.

HighPoint Advisor Group first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • HighPoint Advisor Group held 3,609 shares of Strategy Inc worth $314K as of Q2 2026.
  • HighPoint Advisor Group bought 200 Strategy Inc shares in Q2 2026, an estimated $29K.
  • Strategy Inc made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #566 holding.
  • HighPoint Advisor Group first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • HighPoint Advisor Group's Strategy Inc position peaked at $2.04M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.