MSA Advisors’s Strategy Inc MSTR Stock Holding History

MSA 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	$2.81M	Hold	32,290	–	–	0.72%	16
2026 Q1	$4.03M	Buy	+32,290	New	+$4.62M	1.21%	12

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MSA Advisors's MSTR Position: Q2 2026 in Review

MSA Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 32,290 shares worth $2.81M. The position accounts for 0.72% of the portfolio, ranked #16.

MSA Advisors first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.03M in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

MSA Advisors held 32,290 shares of Strategy Inc worth $2.81M as of Q2 2026.
MSA Advisors left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up 0.72% of MSA Advisors's portfolio in Q2 2026, its #16 holding.
MSA Advisors first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
MSA Advisors's Strategy Inc position peaked at $4.03M in Q1 2026.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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