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IMA Advisory Services’s Strategy Inc MSTR Stock Holding History

IMA Advisory Services’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
Q1 		$374 Sell
3
-18
-86% -$2.57K ﹤0.01% 897
2025
Q4 		$3.19K Buy
21
+18
+600% +$4.14K ﹤0.01% 538
2025
Q3 		$967 Buy
+3
New +$1.11K ﹤0.01% 367

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IMA Advisory Services's MSTR Position: Q1 2026 in Review

IMA Advisory Services reduced its Strategy Inc (MSTR) stake by 86% in Q1 2026, selling an estimated $2.57K and leaving 3 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #897.

IMA Advisory Services first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.19K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • IMA Advisory Services held 3 shares of Strategy Inc worth $374 as of Q1 2026.
  • IMA Advisory Services sold 18 Strategy Inc shares in Q1 2026, an estimated $2.57K.
  • Strategy Inc made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #897 holding.
  • IMA Advisory Services first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's Strategy Inc position peaked at $3.19K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.