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 Q2	$261	Hold	3	–	–	﹤0.01%	1320
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 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 $3.38T AUM 44.17% 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

IMA Advisory Services's MSTR Position: Q2 2026 in Review

IMA Advisory Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 3 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

IMA Advisory Services first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.19K in Q4 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

IMA Advisory Services held 3 shares of Strategy Inc worth $261 as of Q2 2026.
IMA Advisory Services left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1320 holding.
IMA Advisory Services first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
IMA Advisory Services's Strategy Inc position peaked at $3.19K in Q4 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.