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Meeder Advisory Services’s Strategy Inc MSTR Stock Holding History

Meeder 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
Q1 		$461K Buy
3,695
+1,651
+81% +$236K 0.02% 415
2025
Q4 		$311K Sell
2,044
-1,501
-42% -$346K 0.01% 513
2025
Q3 		$1.14M Buy
3,545
+62
+2% +$23K 0.05% 238
2025
Q2 		$1.41M Buy
3,483
+1,216
+54% +$443K 0.07% 193
2025
Q1 		$654K Buy
2,267
+781
+53% +$248K 0.04% 304
2024
Q4 		$430K Buy
+1,486
New +$447K 0.03% 379

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meeder Advisory Services's MSTR Position: Q1 2026 in Review

Meeder Advisory Services increased its Strategy Inc (MSTR) stake by 81% in Q1 2026, buying an estimated $236K and bringing the position to 3,695 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #415.

Meeder Advisory Services first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Meeder Advisory Services held 3,695 shares of Strategy Inc worth $461K as of Q1 2026.
  • Meeder Advisory Services bought 1,651 Strategy Inc shares in Q1 2026, an estimated $236K.
  • Strategy Inc made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #415 holding.
  • Meeder Advisory Services first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Meeder Advisory Services's Strategy Inc position peaked at $1.41M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.