IAA
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Independent Advisor Alliance’s Strategy Inc MSTR Stock Holding History

Independent Advisor Alliance’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 		$3.73M Sell
42,857
-6,317
-13% -$917K 0.09% 171
2026
Q1 		$6.14M Buy
49,174
+2,381
+5% +$340K 0.07% 268
2025
Q4 		$7.11M Sell
46,793
-5,960
-11% -$1.37M 0.17% 92
2025
Q3 		$17M Sell
52,753
-4,073
-7% -$1.51M 0.44% 32
2025
Q2 		$23M Sell
56,826
-1,282
-2% -$467K 0.66% 23
2025
Q1 		$16.8M Buy
58,108
+5,123
+10% +$1.63M 0.55% 29
2024
Q4 		$15.3M Buy
52,985
+13,092
+33% +$3.94M 0.2% 106
2024
Q3 		$6.73M Buy
39,893
+10,003
+33% +$1.43M 0.24% 80
2024
Q2 		$4.12M Buy
29,890
+9,240
+45% +$1.33M 0.14% 125
2024
Q1 		$3.52M Buy
20,650
+1,060
+5% +$96.6K 0.13% 142
2023
Q4 		$1.24M Buy
19,590
+650
+3% +$30.8K 0.04% 276
2023
Q3 		$622K Sell
18,940
-1,400
-7% -$52.7K 0.03% 372
2023
Q2 		$696K Sell
20,340
-1,950
-9% -$59.1K 0.03% 356
2023
Q1 		$652K Buy
+22,290
New +$544K 0.03% 367
2022
Q4 		– Sell
-49,800
Closed -$1.06M – 548
2022
Q3 		$1.06M Buy
49,800
+12,200
+32% +$306K 0.06% 256
2022
Q2 		$618K Buy
37,600
+11,550
+44% +$334K 0.03% 335
2022
Q1 		$1.27M Buy
26,050
+10,220
+65% +$442K 0.06% 244
2021
Q4 		$862K Buy
15,830
+5,750
+57% +$395K 0.04% 302
2021
Q3 		$583K Buy
10,080
+4,650
+86% +$298K 0.03% 344
2021
Q2 		$361K Buy
5,430
+1,130
+26% +$66.8K 0.02% 466
2021
Q1 		$292K Sell
4,300
-1,100
-20% -$77.7K 0.02% 489
2020
Q4 		$210K Buy
+5,400
New +$126K 0.01% 501

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

Independent Advisor Alliance's MSTR Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Strategy Inc (MSTR) stake by 13% in Q2 2026, selling an estimated $917K and leaving 42,857 shares worth $3.73M. The position accounts for 0.09% of the portfolio, ranked #171.

Independent Advisor Alliance first reported a position in MSTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $23M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Independent Advisor Alliance held 42,857 shares of Strategy Inc worth $3.73M as of Q2 2026.
  • Independent Advisor Alliance sold 6,317 Strategy Inc shares in Q2 2026, an estimated $917K.
  • Strategy Inc made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #171 holding.
  • Independent Advisor Alliance first reported a position in Strategy Inc in Q4 2020 and has held it in 22 quarters since.
  • Independent Advisor Alliance's Strategy Inc position peaked at $23M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.