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Mutual Advisors’s Strategy Inc MSTR Stock Holding History

Mutual 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 		$383K Buy
3,069
+1,610
+110% +$230K 0.01% 1015
2025
Q4 		$222K Sell
1,459
-345
-19% -$79.4K ﹤0.01% 1219
2025
Q3 		$514K Buy
1,804
+454
+34% +$168K 0.01% 839
2025
Q2 		$548K Buy
1,350
+27
+2% +$9.84K 0.01% 743
2025
Q1 		$488K Buy
1,323
+471
+55% +$150K 0.01% 721
2024
Q4 		$313K Buy
+852
New +$256K 0.01% 874
2021
Q4 		– Sell
-3,750
Closed -$217K – 916
2021
Q3 		$217K Sell
3,750
-130
-3% -$8.34K 0.01% 800
2021
Q2 		$258K Buy
3,880
+190
+5% +$11.2K 0.02% 718
2021
Q1 		$250K Sell
3,690
-1,480
-29% -$105K 0.02% 671
2020
Q4 		$201K Buy
+5,170
New +$121K 0.01% 705

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

Mutual Advisors's MSTR Position: Q1 2026 in Review

Mutual Advisors increased its Strategy Inc (MSTR) stake by 110% in Q1 2026, buying an estimated $230K and bringing the position to 3,069 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #1015.

Mutual Advisors first reported a position in MSTR in Q4 2020 and has held it in 10 quarters since. The position peaked at $548K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Mutual Advisors held 3,069 shares of Strategy Inc worth $383K as of Q1 2026.
  • Mutual Advisors bought 1,610 Strategy Inc shares in Q1 2026, an estimated $230K.
  • Strategy Inc made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1015 holding.
  • Mutual Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 10 quarters since.
  • Mutual Advisors's Strategy Inc position peaked at $548K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.