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Miller Global Investments’s Strategy Inc MSTR Stock Holding History

Miller Global Investments’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 		$2.43K Hold
28
– – ﹤0.01% 267
2026
Q1 		$3.49K Hold
28
– – ﹤0.01% 260
2025
Q4 		$4.25K Buy
+28
New +$6.45K ﹤0.01% 220

Other funds holding MSTR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Miller Global Investments's MSTR Position: Q2 2026 in Review

Miller Global Investments held its Strategy Inc (MSTR) position steady in Q2 2026 at 28 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Miller Global Investments first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.25K in Q4 2025. 378 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Miller Global Investments held 28 shares of Strategy Inc worth $2.43K as of Q2 2026.
  • Miller Global Investments left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Miller Global Investments's portfolio in Q2 2026, its #267 holding.
  • Miller Global Investments first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's Strategy Inc position peaked at $4.25K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.