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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
Q2 		$270K Buy
3,109
+1,314
+73% +$191K 0.01% 1022
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 $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

Mount Yale Investment Advisors's MSTR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Strategy Inc (MSTR) stake by 73% in Q2 2026, buying an estimated $191K and bringing the position to 3,109 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1022.

Mount Yale Investment Advisors first reported a position in MSTR in Q4 2020 and has held it in 4 quarters since. The position peaked at $277K in Q4 2020. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Mount Yale Investment Advisors held 3,109 shares of Strategy Inc worth $270K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,314 Strategy Inc shares in Q2 2026, an estimated $191K.
  • Strategy Inc made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1022 holding.
  • Mount Yale Investment Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Strategy Inc position peaked at $277K in Q4 2020.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.