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KPP Advisory Services’s Strategy Inc MSTR Stock Holding History

KPP 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 		$1.37M Buy
15,765
+840
+6% +$122K 0.17% 117
2026
Q1 		$1.86M Sell
14,925
-69
-0.5% -$9.86K 0.27% 86
2025
Q4 		$2.28M Buy
14,994
+79
+0.5% +$18.2K 0.33% 73
2025
Q3 		$4.81M Buy
14,915
+2
+0% +$742 0.71% 31
2025
Q2 		$6.03M Buy
14,913
+179
+1% +$65.2K 0.99% 24
2025
Q1 		$4.25M Buy
+14,734
New +$4.68M 0.81% 30

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

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

KPP Advisory Services increased its Strategy Inc (MSTR) stake by 5.6% in Q2 2026, buying an estimated $122K and bringing the position to 15,765 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #117.

KPP Advisory Services first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.03M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • KPP Advisory Services held 15,765 shares of Strategy Inc worth $1.37M as of Q2 2026.
  • KPP Advisory Services bought 840 Strategy Inc shares in Q2 2026, an estimated $122K.
  • Strategy Inc made up 0.17% of KPP Advisory Services's portfolio in Q2 2026, its #117 holding.
  • KPP Advisory Services first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • KPP Advisory Services's Strategy Inc position peaked at $6.03M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.