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LaSalle St. Investment Advisors’s Strategy Inc MSTR Stock Holding History

LaSalle St. Investment 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 		$1.09M Buy
12,499
+8,098
+184% +$1.18M 0.13% 135
2026
Q1 		$549K Buy
4,401
+1,495
+51% +$214K 0.08% 186
2025
Q4 		$441K Buy
2,906
+565
+24% +$130K 0.07% 203
2025
Q3 		$754K Buy
+2,341
New +$869K 0.14% 122
2025
Q2 		– Sell
-2,137
Closed -$616K – 340
2025
Q1 		$616K Buy
2,137
+263
+14% +$83.5K 0.15% 127
2024
Q4 		$542K Buy
+1,874
New +$564K 0.17% 121

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

LaSalle St. Investment Advisors's MSTR Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Strategy Inc (MSTR) stake by 184% in Q2 2026, buying an estimated $1.18M and bringing the position to 12,499 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #135.

LaSalle St. Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • LaSalle St. Investment Advisors held 12,499 shares of Strategy Inc worth $1.09M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 8,098 Strategy Inc shares in Q2 2026, an estimated $1.18M.
  • Strategy Inc made up 0.13% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • LaSalle St. Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.