HighTower Advisors
MSTR icon

HighTower Advisors’s Strategy Inc MSTR Stock Holding History

HighTower 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
Q3 		$18.7M Buy
122,370
+8,921
+8% +$1.03M 0.02% 674
2026
Q2 		$9.9M Sell
113,449
-45,344
-29% -$6.58M 0.01% 943
2026
Q1 		$19.8M Buy
158,793
+41,583
+35% +$5.94M 0.02% 618
2025
Q4 		$17.8M Buy
117,210
+28,361
+32% +$6.53M 0.02% 645
2025
Q3 		$28.6M Buy
88,849
+6,185
+7% +$2.29M 0.03% 497
2025
Q2 		$33.4M Buy
82,664
+6,718
+9% +$2.45M 0.04% 427
2025
Q1 		$21.9M Buy
75,946
+7,411
+11% +$2.35M 0.03% 510
2024
Q4 		$19.8M Buy
68,535
+20,331
+42% +$6.12M 0.03% 524
2024
Q3 		$8.12M Buy
48,204
+3,814
+9% +$545K 0.01% 830
2024
Q2 		$6.11M Buy
44,390
+4,410
+11% +$635K 0.01% 922
2024
Q1 		$6.81M Sell
39,980
-35,330
-47% -$3.22M 0.01% 838
2023
Q4 		$4.77M Sell
75,310
-13,220
-15% -$627K 0.01% 993
2023
Q3 		$2.91M Sell
88,530
-20,270
-19% -$763K 0.01% 1174
2023
Q2 		$3.71M Buy
108,800
+29,810
+38% +$903K 0.01% 1044
2023
Q1 		$2.31M Buy
78,990
+10,590
+15% +$258K 0.01% 1202
2022
Q4 		$962K Sell
68,400
-22,070
-24% -$451K ﹤0.01% 1701
2022
Q3 		$1.92M Sell
90,470
-6,960
-7% -$175K 0.01% 1264
2022
Q2 		$1.56M Buy
97,430
+51,310
+111% +$1.48M ﹤0.01% 1390
2022
Q1 		$2.21M Sell
46,120
-67,440
-59% -$2.92M ﹤0.01% 1314
2021
Q4 		$6.25M Buy
113,560
+330
+0.3% +$22.7K 0.01% 786
2021
Q3 		$6.55M Buy
113,230
+8,690
+8% +$557K 0.02% 712
2021
Q2 		$6.96M Sell
104,540
-8,060
-7% -$477K 0.02% 666
2021
Q1 		$7.61M Sell
112,600
-98,480
-47% -$6.96M 0.02% 580
2020
Q4 		$8.18M Buy
+211,080
New +$4.93M 0.03% 432

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

HighTower Advisors's MSTR Position: Q3 2026 in Review

HighTower Advisors increased its Strategy Inc (MSTR) stake by 7.9% in Q3 2026, buying an estimated $1.03M and bringing the position to 122,370 shares worth $18.7M. The position accounts for 0.02% of the portfolio, ranked #674.

HighTower Advisors first reported a position in MSTR in Q4 2020 and has held it in 24 quarters since. The position peaked at $33.4M in Q2 2025. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • HighTower Advisors held 122,370 shares of Strategy Inc worth $18.7M as of Q3 2026.
  • HighTower Advisors bought 8,921 Strategy Inc shares in Q3 2026, an estimated $1.03M.
  • Strategy Inc made up 0.02% of HighTower Advisors's portfolio in Q3 2026, its #674 holding.
  • HighTower Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 24 quarters since.
  • HighTower Advisors's Strategy Inc position peaked at $33.4M in Q2 2025.
  • 843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.