KF
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Krilogy Financial’s Strategy Inc MSTR Stock Holding History

Krilogy Financial’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 		$268K Buy
3,082
+254
+9% +$36.9K 0.01% 863
2026
Q1 		$421K Buy
2,828
+383
+16% +$54.8K 0.01% 629
2025
Q4 		$393K Sell
2,445
-164
-6% -$37.8K 0.01% 642
2025
Q3 		$665K Buy
+2,609
New +$968K 0.03% 441

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

Krilogy Financial's MSTR Position: Q2 2026 in Review

Krilogy Financial increased its Strategy Inc (MSTR) stake by 9% in Q2 2026, buying an estimated $36.9K and bringing the position to 3,082 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #863.

Krilogy Financial first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $665K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Krilogy Financial held 3,082 shares of Strategy Inc worth $268K as of Q2 2026.
  • Krilogy Financial bought 254 Strategy Inc shares in Q2 2026, an estimated $36.9K.
  • Strategy Inc made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #863 holding.
  • Krilogy Financial first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Strategy Inc position peaked at $665K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.