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 Q4	–	Sell	-75,200	Closed	-$24.6K	–	3859
2025 Q3	$24.6K	Buy	+75,200	New	+$27.9M	﹤0.01%	3660
2025 Q1	–	Sell	-7,000	Closed	-$457K	–	3933
2024 Q4	$457K	Buy	+7,000	New	+$2.11M	﹤0.01%	2539
2024 Q1	–	Sell	-1,000	Closed	-$17.5K	–	3873
2023 Q4	$17.5K	Buy	+1,000	New	+$47.4K	﹤0.01%	3407
2022 Q3	–	Sell	-2,000	Closed	-$7K	–	3305
2022 Q2	$7K	Buy	+2,000	New	+$57.8K	﹤0.01%	3091
2021 Q4	–	Sell	-4,000	Closed	-$4K	–	3408
2021 Q3	$4K	Sell	4,000 -3,000	-43%	-$192K	﹤0.01%	3072
2021 Q2	$9K	Buy	7,000 +6,910	+7,678%	+$409K	﹤0.01%	3006
2021 Q1	$18K	Buy	+90	New	+$6.36K	﹤0.01%	2903

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.