Lido Advisors
MSTR icon

Lido Advisors’s Strategy Inc MSTR Stock Holding History

Lido 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
Q1 		– Sell
-22,799
Closed -$7.32M – 2069
2025
Q4 		$7.32M Sell
22,799
-89
-0.4% -$20.5K 0.02% 375
2025
Q3 		$7.37M Buy
22,888
+17,760
+346% +$6.59M 0.02% 357
2025
Q2 		$2.07M Buy
5,128
+1,732
+51% +$631K 0.01% 580
2025
Q1 		$979K Buy
3,396
+240
+8% +$76.2K ﹤0.01% 790
2024
Q4 		$914K Buy
3,156
+903
+40% +$272K ﹤0.01% 794
2024
Q3 		$380K Sell
2,253
-17
-0.7% -$2.43K ﹤0.01% 1055
2024
Q2 		$313K Buy
+2,270
New +$327K ﹤0.01% 1098

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lido Advisors's MSTR Position: Q1 2026 in Review

Lido Advisors sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 22,799 shares — an estimated $7.32M sold.

Lido Advisors first reported a position in MSTR in Q2 2024 and held it in 7 quarters. The position peaked at $7.37M in Q3 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Lido Advisors reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 22,799 Strategy Inc shares in Q1 2026, an estimated $7.32M.
  • Lido Advisors first reported a position in Strategy Inc in Q2 2024 and held it in 7 quarters.
  • Lido Advisors's Strategy Inc position peaked at $7.37M in Q3 2025.
  • 941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.