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 $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

HighTower Advisors's MSTR Position: Q1 2026 in Review

HighTower Advisors increased its Strategy Inc (MSTR) stake by 35% in Q1 2026, buying an estimated $5.94M and bringing the position to 158,793 shares worth $19.8M. The position accounts for 0.02% of the portfolio, ranked #618.

HighTower Advisors first reported a position in MSTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.4M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • HighTower Advisors held 158,793 shares of Strategy Inc worth $19.8M as of Q1 2026.
  • HighTower Advisors bought 41,583 Strategy Inc shares in Q1 2026, an estimated $5.94M.
  • Strategy Inc made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #618 holding.
  • HighTower Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 22 quarters since.
  • HighTower Advisors's Strategy Inc position peaked at $33.4M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.