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IFG Advisory’s Strategy Inc MSTR Stock Holding History

IFG Advisory’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 		$71.5K Buy
+823
New +$119K ﹤0.01% 1205
2025
Q4 		– Sell
-1,416
Closed -$456K – 785
2025
Q3 		$456K Buy
1,416
+80
+6% +$29.7K 0.02% 513
2025
Q2 		$540K Buy
1,336
+104
+8% +$37.9K 0.03% 453
2025
Q1 		$355K Sell
1,232
-70
-5% -$22.2K 0.02% 518
2024
Q4 		$377K Buy
+1,302
New +$392K 0.02% 480

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

IFG Advisory's MSTR Position: Q2 2026 in Review

IFG Advisory opened a new position in Strategy Inc (MSTR) in Q2 2026: 823 shares worth $71.5K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: IFG Advisory previously reported a position in MSTR as recently as Q3 2025.

IFG Advisory first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $540K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • IFG Advisory held 823 shares of Strategy Inc worth $71.5K as of Q2 2026.
  • Strategy Inc was a new IFG Advisory position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1205 holding.
  • IFG Advisory first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • IFG Advisory's Strategy Inc position peaked at $540K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.