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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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.