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Mountain Capital Investment Advisors’s Strategy Inc MSTR Stock Holding History

Mountain Capital 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 		$240K Buy
2,759
+490
+22% +$71.1K 0.03% 73
2026
Q1 		$384K Buy
2,269
+463
+26% +$66.2K 0.06% 51
2025
Q4 		$295K Buy
1,806
+21
+1% +$4.83K 0.05% 61
2025
Q3 		$604K Buy
1,785
+543
+44% +$201K 0.11% 33
2025
Q2 		$464K Buy
1,242
+200
+19% +$72.9K 0.09% 28
2025
Q1 		$365K Buy
1,042
+95
+10% +$30.2K 0.08% 37
2024
Q4 		$375K Buy
+947
New +$285K 0.08% 35

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

Mountain Capital Investment Advisors's MSTR Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Strategy Inc (MSTR) stake by 22% in Q2 2026, buying an estimated $71.1K and bringing the position to 2,759 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #73.

Mountain Capital Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $604K in Q3 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Mountain Capital Investment Advisors held 2,759 shares of Strategy Inc worth $240K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 490 Strategy Inc shares in Q2 2026, an estimated $71.1K.
  • Strategy Inc made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Mountain Capital Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Mountain Capital Investment Advisors's Strategy Inc position peaked at $604K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.