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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
Q2 		$451K Buy
5,187
+1,492
+40% +$217K 0.02% 452
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 $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 $3.38T AUM 44.17% 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

Meeder Advisory Services's MSTR Position: Q2 2026 in Review

Meeder Advisory Services increased its Strategy Inc (MSTR) stake by 40% in Q2 2026, buying an estimated $217K and bringing the position to 5,187 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #452.

Meeder Advisory Services first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Meeder Advisory Services held 5,187 shares of Strategy Inc worth $451K as of Q2 2026.
  • Meeder Advisory Services bought 1,492 Strategy Inc shares in Q2 2026, an estimated $217K.
  • Strategy Inc made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #452 holding.
  • Meeder Advisory Services first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Meeder Advisory Services's Strategy Inc position peaked at $1.41M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.