Key Client Fiduciary Advisors’s Strategy Inc MSTR Stock Holding History

Key Client Fiduciary Advisors’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	$263K	Buy	3,022 +831	+38%	+$121K	0.08%	185
2026 Q1	$273K	Buy	2,191 +590	+37%	+$84.3K	0.09%	171
2025 Q4	$243K	Sell	1,601 -696	-30%	-$160K	0.08%	176
2025 Q3	$740K	Buy	2,297 +185	+9%	+$68.6K	0.25%	81
2025 Q2	$854K	Buy	2,112 +469	+29%	+$171K	0.35%	67
2025 Q1	$474K	Buy	1,643 +556	+51%	+$177K	0.22%	107
2024 Q4	$315K	Buy	+1,087	New	+$327K	0.14%	143

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 $3.37T AUM 44.26% 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

Key Client Fiduciary Advisors's MSTR Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Strategy Inc (MSTR) stake by 38% in Q2 2026, buying an estimated $121K and bringing the position to 3,022 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #185.

Key Client Fiduciary Advisors first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Key Client Fiduciary Advisors held 3,022 shares of Strategy Inc worth $263K as of Q2 2026.
Key Client Fiduciary Advisors bought 831 Strategy Inc shares in Q2 2026, an estimated $121K.
Strategy Inc made up 0.08% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #185 holding.
Key Client Fiduciary Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
Key Client Fiduciary Advisors's Strategy Inc position peaked at $854K in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.