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Highland Investment Advisors LLC’s Strategy Inc MSTR Stock Holding History

Highland Investment Advisors LLC’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
Q2 		$8.78K Buy
+101
New +$14.7K ﹤0.01% 364

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Highland Investment Advisors LLC's MSTR Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Strategy Inc (MSTR) in Q2 2026: 101 shares worth $8.78K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

668 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Highland Investment Advisors LLC held 101 shares of Strategy Inc worth $8.78K as of Q2 2026.
  • Strategy Inc was a new Highland Investment Advisors LLC position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #364 holding.
  • 668 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.