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 Q2	$264K	Sell	3,037 -32	-1%	-$4.64K	0.01%	1227
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 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

Mutual Advisors's MSTR Position: Q2 2026 in Review

Mutual Advisors reduced its Strategy Inc (MSTR) stake by 1% in Q2 2026, selling an estimated $4.64K and leaving 3,037 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1227.

Mutual Advisors first reported a position in MSTR in Q4 2020 and has held it in 11 quarters since. The position peaked at $548K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Mutual Advisors held 3,037 shares of Strategy Inc worth $264K as of Q2 2026.
Mutual Advisors sold 32 Strategy Inc shares in Q2 2026, an estimated $4.64K.
Strategy Inc made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1227 holding.
Mutual Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 11 quarters since.
Mutual Advisors's Strategy Inc position peaked at $548K in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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