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MCF Advisors’s Strategy Inc MSTR Stock Holding History

MCF 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 		$35.4K Sell
407
-100
-20% -$14.5K ﹤0.01% 760
2026
Q1 		$63.3K Sell
507
-32
-6% -$4.58K ﹤0.01% 571
2025
Q4 		$81.9K Hold
539
– – ﹤0.01% 431
2025
Q3 		$174K Buy
539
+452
+520% +$168K 0.01% 268
2025
Q2 		$35.2K Buy
+87
New +$31.7K ﹤0.01% 464

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

MCF Advisors's MSTR Position: Q2 2026 in Review

MCF Advisors reduced its Strategy Inc (MSTR) stake by 20% in Q2 2026, selling an estimated $14.5K and leaving 407 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

MCF Advisors first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $174K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • MCF Advisors held 407 shares of Strategy Inc worth $35.4K as of Q2 2026.
  • MCF Advisors sold 100 Strategy Inc shares in Q2 2026, an estimated $14.5K.
  • Strategy Inc made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #760 holding.
  • MCF Advisors first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • MCF Advisors's Strategy Inc position peaked at $174K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.