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Independent Financial Group’s Strategy Inc MSTR Stock Holding History

Independent Financial Group’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 		$7.69M Buy
88,483
+4,259
+5% +$618K 0.14% 141
2026
Q1 		$10.5M Buy
84,224
+3,191
+4% +$456K 0.24% 79
2025
Q4 		$12.3M Buy
81,033
+41,634
+106% +$9.59M 0.27% 63
2025
Q3 		$12.7M Sell
39,399
-7,002
-15% -$2.6M 0.3% 52
2025
Q2 		$18.8M Buy
46,401
+8,286
+22% +$3.02M 0.52% 27
2025
Q1 		$11M Buy
38,115
+9,758
+34% +$3.1M 0.38% 44
2024
Q4 		$8.21M Buy
28,357
+12,474
+79% +$3.75M 0.27% 59
2024
Q3 		$2.68M Buy
15,883
+8,333
+110% +$1.19M 0.1% 212
2024
Q2 		$1.04M Buy
7,550
+2,430
+47% +$350K 0.04% 399
2024
Q1 		$873K Sell
5,120
-43,630
-89% -$3.98M 0.04% 415
2023
Q4 		$3.08M Buy
+48,750
New +$2.31M 0.16% 133

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 Financial Group's MSTR Position: Q2 2026 in Review

Independent Financial Group increased its Strategy Inc (MSTR) stake by 5.1% in Q2 2026, buying an estimated $618K and bringing the position to 88,483 shares worth $7.69M. The position accounts for 0.14% of the portfolio, ranked #141.

Independent Financial Group first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q2 2025. 802 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Independent Financial Group held 88,483 shares of Strategy Inc worth $7.69M as of Q2 2026.
  • Independent Financial Group bought 4,259 Strategy Inc shares in Q2 2026, an estimated $618K.
  • Strategy Inc made up 0.14% of Independent Financial Group's portfolio in Q2 2026, its #141 holding.
  • Independent Financial Group first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Independent Financial Group's Strategy Inc position peaked at $18.8M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.