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Nations Financial Group’s Strategy Inc MSTR Stock Holding History

Nations Financial Group’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 		– Sell
-4,096
Closed -$511K – 819
2026
Q1 		$511K Sell
4,096
-18,088
-82% -$2.59M 0.03% 533
2025
Q4 		$3.37M Buy
22,184
+2,419
+12% +$557K 0.18% 135
2025
Q3 		$6.37M Buy
19,765
+223
+1% +$82.7K 0.4% 58
2025
Q2 		$7.9M Sell
19,542
-14,943
-43% -$5.44M 0.54% 37
2025
Q1 		$9.94M Buy
34,485
+665
+2% +$211K 0.76% 21
2024
Q4 		$9.79M Buy
33,820
+8,096
+31% +$2.44M 0.72% 22
2024
Q3 		$4.34M Buy
25,724
+344
+1% +$49.2K 0.31% 75
2024
Q2 		$3.5M Buy
25,380
+8,590
+51% +$1.24M 0.29% 83
2024
Q1 		$2.86M Buy
+16,790
New +$1.53M 0.24% 101

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 $3.37T AUM 44.26% 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

Nations Financial Group's MSTR Position: Q2 2026 in Review

Nations Financial Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 4,096 shares — an estimated $511K sold.

Nations Financial Group first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $9.94M in Q1 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Nations Financial Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 4,096 Strategy Inc shares in Q2 2026, an estimated $511K.
  • Nations Financial Group first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
  • Nations Financial Group's Strategy Inc position peaked at $9.94M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.