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Investment Research & Advisory Group’s Strategy Inc MSTR Stock Holding History

Investment Research & Advisory 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 		$1.04K Hold
5
– – ﹤0.01% 293
2026
Q1 		$1.5K Buy
+5
New +$715 ﹤0.01% 245
2025
Q4 		– Sell
-5
Closed -$3.22K – 281
2025
Q3 		$3.22K Buy
+5
New +$1.85K ﹤0.01% 212

Other funds holding MSTR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Research & Advisory Group's MSTR Position: Q2 2026 in Review

Investment Research & Advisory Group held its Strategy Inc (MSTR) position steady in Q2 2026 at 5 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Investment Research & Advisory Group first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.22K in Q3 2025. 269 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Investment Research & Advisory Group held 5 shares of Strategy Inc worth $1.04K as of Q2 2026.
  • Investment Research & Advisory Group left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #293 holding.
  • Investment Research & Advisory Group first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • Investment Research & Advisory Group's Strategy Inc position peaked at $3.22K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.