HighTower Advisors
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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
2025
Q3 		– Sell
-200,000
Closed -$629K – 3978
2025
Q2 		$629K Buy
200,000
+199,500
+39,900% +$72.7M ﹤0.01% 2332
2025
Q1 		$10.1K Sell
500
-59,700
-99% -$19M ﹤0.01% 3557
2024
Q4 		$20.2K Buy
60,200
+15,200
+34% +$4.57M ﹤0.01% 3543
2024
Q3 		$111K Buy
45,000
+43,000
+2,150% +$6.15M ﹤0.01% 3294
2024
Q2 		$2 Buy
+2,000
New +$288K ﹤0.01% 3664
2021
Q1 		– Sell
-30
Closed -$11K – 3193
2020
Q4 		$11K Buy
+30
New +$701 ﹤0.01% 2513

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

HighTower Advisors's MSTR Position: Q2 2026 in Review

HighTower Advisors reduced its Strategy Inc (MSTR) stake by 29% in Q2 2026, selling an estimated $6.58M and leaving 113,449 shares worth $9.86M. The position accounts for 0.01% of the portfolio, ranked #943.

HighTower Advisors first reported a position in MSTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.4M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • HighTower Advisors held 113,449 shares of Strategy Inc worth $9.86M as of Q2 2026.
  • HighTower Advisors sold 45,344 Strategy Inc shares in Q2 2026, an estimated $6.58M.
  • Strategy Inc made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #943 holding.
  • HighTower Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 23 quarters since.
  • HighTower Advisors's Strategy Inc position peaked at $33.4M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.