IFP Advisors’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $431K | Sell |
4,963
-35
| -0.7% | -$5.08K | 0.01% | 1113 |
|
|
2026
Q1 | $624K | Buy |
4,998
+667
| +15% | +$95.4K | 0.01% | 875 |
|
|
2025
Q4 | $658K | Buy |
4,331
+1,493
| +53% | +$344K | 0.01% | 823 |
|
|
2025
Q3 | $914K | Sell |
2,838
-2,067
| -42% | -$767K | 0.02% | 633 |
|
|
2025
Q2 | $2.08M | Sell |
4,905
-13,208
| -73% | -$4.81M | 0.06% | 350 |
|
|
2025
Q1 | $5.22M | Sell |
18,113
-2,639
| -13% | -$838K | 0.16% | 141 |
|
|
2024
Q4 | $6.01M | Sell |
20,752
-1,657
| -7% | -$499K | 0.2% | 106 |
|
|
2024
Q3 | $3.78M | Buy |
22,409
+419
| +2% | +$59.9K | 0.14% | 159 |
|
|
2024
Q2 | $3.03M | Buy |
21,990
+1,220
| +6% | +$176K | 0.12% | 171 |
|
|
2024
Q1 | $3.54M | Sell |
20,770
-7,970
| -28% | -$727K | 0.16% | 143 |
|
|
2023
Q4 | $1.82M | Buy |
28,740
+13,610
| +90% | +$645K | 0.09% | 259 |
|
|
2023
Q3 | $497K | Buy |
15,130
+420
| +3% | +$15.8K | 0.02% | 591 |
|
|
2023
Q2 | $504K | Sell |
14,710
-500
| -3% | -$15.2K | 0.02% | 651 |
|
|
2023
Q1 | $198K | Buy |
15,210
+60
| +0.4% | +$1.46K | 0.01% | 950 |
|
|
2022
Q4 | $236K | Sell |
15,150
-3,840
| -20% | -$78.5K | 0.01% | 1274 |
|
|
2022
Q3 | $281K | Buy |
18,990
+15,880
| +511% | +$398K | 0.01% | 1229 |
|
|
2022
Q2 | $45K | Hold |
3,110
| – | – | ﹤0.01% | 2234 |
|
|
2022
Q1 | $45K | Buy |
3,110
+1,540
| +98% | +$66.7K | ﹤0.01% | 2234 |
|
|
2021
Q4 | $87K | Buy |
1,570
+840
| +115% | +$57.7K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $42K | Buy |
730
+260
| +55% | +$16.7K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $31K | Buy |
470
+30
| +7% | +$1.77K | ﹤0.01% | 1728 |
|
|
2021
Q1 | $31K | Buy |
+440
| New | +$31.1K | ﹤0.01% | 1650 |
|
|
2017
Q3 | – | Sell |
-5,170
| Closed | -$99K | – | 4155 |
|
|
2017
Q2 | $99K | Hold |
5,170
| – | – | ﹤0.01% | 1533 |
|
|
2017
Q1 | $97K | Sell |
5,170
-500
| -9% | -$9.69K | ﹤0.01% | 1510 |
|
|
2016
Q4 | $112K | Hold |
5,670
| – | – | 0.01% | 1388 |
|
|
2016
Q3 | $95K | Buy |
5,670
+2,150
| +61% | +$37K | ﹤0.01% | 1399 |
|
|
2016
Q2 | $62K | Buy |
+3,520
| New | +$64.8K | ﹤0.01% | 1640 |
|
|
2016
Q1 | – | Sell |
-3,020
| Closed | -$54K | – | 3007 |
|
|
2015
Q4 | $54K | Buy |
+3,020
| New | +$54.9K | ﹤0.01% | 1568 |
|
Other funds holding MSTR
IFP Advisors's MSTR Position: Q2 2026 in Review
IFP Advisors reduced its Strategy Inc (MSTR) stake by 0.7% in Q2 2026, selling an estimated $5.08K and leaving 4,963 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1113.
IFP Advisors first reported a position in MSTR in Q4 2015 and has held it in 28 quarters since. The position peaked at $6.01M in Q4 2024. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.
- IFP Advisors held 4,963 shares of Strategy Inc worth $431K as of Q2 2026.
- IFP Advisors sold 35 Strategy Inc shares in Q2 2026, an estimated $5.08K.
- Strategy Inc made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1113 holding.
- IFP Advisors first reported a position in Strategy Inc in Q4 2015 and has held it in 28 quarters since.
- IFP Advisors's Strategy Inc position peaked at $6.01M in Q4 2024.
- 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.