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Moneta Group Investment Advisors’s Strategy Inc MSTR Stock Holding History

Moneta Group Investment 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 		$599K Buy
4,802
+2,940
+158% +$420K ﹤0.01% 463
2025
Q4 		$283K Buy
1,862
+272
+17% +$62.6K ﹤0.01% 649
2025
Q3 		$512K Buy
1,590
+191
+14% +$70.9K ﹤0.01% 486
2025
Q2 		$566K Buy
1,399
+126
+10% +$45.9K 0.01% 412
2025
Q1 		$367K Buy
1,273
+284
+29% +$90.2K 0.01% 486
2024
Q4 		$286K Buy
+989
New +$298K ﹤0.01% 540
2024
Q3 		– Sell
-17,300
Closed -$238K – 662
2024
Q2 		$238K Sell
17,300
-700
-4% -$101K ﹤0.01% 541
2024
Q1 		$307K Buy
+18,000
New +$1.64M 0.01% 477
2022
Q2 		– Sell
-4,400
Closed -$214K – 489
2022
Q1 		$214K Buy
+4,400
New +$190K 0.01% 416
2021
Q2 		– Sell
-11,200
Closed -$760K – 456
2021
Q1 		$760K Buy
+11,200
New +$791K 0.04% 204

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

Moneta Group Investment Advisors's MSTR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Strategy Inc (MSTR) stake by 158% in Q1 2026, buying an estimated $420K and bringing the position to 4,802 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Moneta Group Investment Advisors first reported a position in MSTR in Q1 2021 and has held it in 10 quarters since. The position peaked at $760K in Q1 2021. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Moneta Group Investment Advisors held 4,802 shares of Strategy Inc worth $599K as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,940 Strategy Inc shares in Q1 2026, an estimated $420K.
  • Strategy Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #463 holding.
  • Moneta Group Investment Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 10 quarters since.
  • Moneta Group Investment Advisors's Strategy Inc position peaked at $760K in Q1 2021.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.