Insigneo Advisory Services’s Strategy Inc MSTR Stock Holding History

Insigneo 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	$601K	Buy	6,912 +2,158	+45%	+$313K	0.02%	438
2026 Q1	$593K	Buy	4,754 +1,751	+58%	+$250K	0.04%	334
2025 Q4	$456K	Sell	3,003 -922	-23%	-$212K	0.03%	388
2025 Q3	$1.26M	Sell	3,925 -728	-16%	-$270K	0.09%	183
2025 Q2	$1.88M	Buy	4,653 +721	+18%	+$263K	0.16%	118
2025 Q1	$1.13M	Buy	3,932 +1,805	+85%	+$573K	0.12%	156
2024 Q4	$616K	Sell	2,127 -1,230	-37%	-$370K	0.06%	251
2024 Q3	$566K	Buy	3,357 +847	+34%	+$121K	0.06%	288
2024 Q2	$329K	Sell	2,510 -70	-3%	-$10.1K	0.04%	384
2024 Q1	$440K	Buy	+2,580	New	+$235K	0.05%	292

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

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

Insigneo Advisory Services increased its Strategy Inc (MSTR) stake by 45% in Q2 2026, buying an estimated $313K and bringing the position to 6,912 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #438.

Insigneo Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Insigneo Advisory Services held 6,912 shares of Strategy Inc worth $601K as of Q2 2026.
Insigneo Advisory Services bought 2,158 Strategy Inc shares in Q2 2026, an estimated $313K.
Strategy Inc made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #438 holding.
Insigneo Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Insigneo Advisory Services's Strategy Inc position peaked at $1.88M in Q2 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.