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 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 $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Insigneo Advisory Services increased its Strategy Inc (MSTR) stake by 58% in Q1 2026, buying an estimated $250K and bringing the position to 4,754 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #334.

Insigneo Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Insigneo Advisory Services held 4,754 shares of Strategy Inc worth $593K as of Q1 2026.
Insigneo Advisory Services bought 1,751 Strategy Inc shares in Q1 2026, an estimated $250K.
Strategy Inc made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #334 holding.
Insigneo Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's Strategy Inc position peaked at $1.88M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.