MYIA
MSTR icon

Mount Yale Investment Advisors’s Strategy Inc MSTR Stock Holding History

Mount Yale 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 		$224K Buy
+1,795
New +$257K 0.01% 1010
2025
Q3 		– Sell
-227
Closed -$91.8K – 1250
2025
Q2 		$91.8K Buy
+227
New +$82.7K 0.01% 677
2021
Q1 		– Sell
-7,120
Closed -$277K – 436
2020
Q4 		$277K Buy
+7,120
New +$166K 0.04% 311

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

Mount Yale Investment Advisors's MSTR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 1,795 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MSTR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MSTR in Q4 2020 and has held it in 3 quarters since. The position peaked at $277K in Q4 2020. 939 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Mount Yale Investment Advisors held 1,795 shares of Strategy Inc worth $224K as of Q1 2026.
  • Strategy Inc was a new Mount Yale Investment Advisors position in Q1 2026.
  • Strategy Inc made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1010 holding.
  • Mount Yale Investment Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Strategy Inc position peaked at $277K in Q4 2020.
  • 939 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.