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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
Q2 		$419K Buy
4,820
+18
+0.4% +$2.61K ﹤0.01% 597
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 $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

Moneta Group Investment Advisors's MSTR Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Strategy Inc (MSTR) stake by 0.37% in Q2 2026, buying an estimated $2.61K and bringing the position to 4,820 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Moneta Group Investment Advisors first reported a position in MSTR in Q1 2021 and has held it in 11 quarters since. The position peaked at $760K in Q1 2021. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Moneta Group Investment Advisors held 4,820 shares of Strategy Inc worth $419K as of Q2 2026.
  • Moneta Group Investment Advisors bought 18 Strategy Inc shares in Q2 2026, an estimated $2.61K.
  • Strategy Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #597 holding.
  • Moneta Group Investment Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Strategy Inc position peaked at $760K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.