Nisa Investment Advisors’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.98M | Buy |
31,922
+23,792
| +293% | +$3.4M | 0.01% | 438 |
|
|
2025
Q4 | $1.24M | Sell |
8,130
-18,629
| -70% | -$4.29M | ﹤0.01% | 758 |
|
|
2025
Q3 | $8.62M | Buy |
26,759
+6,154
| +30% | +$2.28M | 0.03% | 294 |
|
|
2025
Q2 | $8.33M | Buy |
20,605
+4,840
| +31% | +$1.76M | 0.04% | 295 |
|
|
2025
Q1 | $4.54M | Sell |
15,765
-6,075
| -28% | -$1.93M | 0.02% | 433 |
|
|
2024
Q4 | $6.33M | Buy |
21,840
+17,870
| +450% | +$5.38M | 0.02% | 389 |
|
|
2024
Q3 | $669K | Sell |
3,970
-12,630
| -76% | -$1.81M | ﹤0.01% | 956 |
|
|
2024
Q2 | $2.29M | Buy |
16,600
+11,810
| +247% | +$1.7M | 0.01% | 659 |
|
|
2024
Q1 | $816K | Sell |
4,790
-200
| -4% | -$18.2K | 0.01% | 935 |
|
|
2023
Q4 | $315K | Sell |
4,990
-10
| -0.2% | -$474 | ﹤0.01% | 1181 |
|
|
2023
Q3 | $164K | Sell |
5,000
-750
| -13% | -$28.2K | ﹤0.01% | 1360 |
|
|
2023
Q2 | $197K | Buy |
5,750
+650
| +13% | +$19.7K | ﹤0.01% | 1334 |
|
|
2023
Q1 | $149K | Sell |
5,100
-940
| -16% | -$22.9K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $86K | Sell |
6,040
-100,030
| -94% | -$2.04M | ﹤0.01% | 1603 |
|
|
2022
Q3 | $2.27M | Buy |
106,070
+103,070
| +3,436% | +$2.58M | 0.02% | 592 |
|
|
2022
Q2 | $49K | Sell |
3,000
-2,910
| -49% | -$84.2K | ﹤0.01% | 1738 |
|
|
2022
Q1 | $287K | Sell |
5,910
-290
| -5% | -$12.6K | ﹤0.01% | 1240 |
|
|
2021
Q4 | $228K | Sell |
6,200
-800
| -11% | -$55K | ﹤0.01% | 1227 |
|
|
2021
Q3 | $405 | Hold |
7,000
| – | – | ﹤0.01% | 1177 |
|
|
2021
Q2 | $465 | Sell |
7,000
-750
| -10% | -$44.4K | ﹤0.01% | 1152 |
|
|
2021
Q1 | $526 | Sell |
7,750
-2,500
| -24% | -$177K | ﹤0.01% | 1158 |
|
|
2020
Q4 | $398K | Hold |
10,250
| – | – | ﹤0.01% | 1236 |
|
|
2020
Q3 | $154K | Buy |
10,250
+2,700
| +36% | +$36.5K | ﹤0.01% | 1399 |
|
|
2020
Q2 | $89K | Buy |
7,550
+250
| +3% | +$3.04K | ﹤0.01% | 1470 |
|
|
2020
Q1 | $86K | Buy |
7,300
+100
| +1% | +$1.36K | ﹤0.01% | 1412 |
|
|
2019
Q4 | $103K | Hold |
7,200
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q3 | $107K | Buy |
7,200
+2,700
| +60% | +$37K | ﹤0.01% | 1448 |
|
|
2019
Q2 | $64K | Hold |
4,500
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q1 | $65K | Hold |
4,500
| – | – | ﹤0.01% | 1500 |
|
|
2018
Q4 | $57K | Hold |
4,500
| – | – | ﹤0.01% | 1442 |
|
|
2018
Q3 | $63K | Hold |
4,500
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q2 | $57K | Hold |
4,500
| – | – | ﹤0.01% | 1435 |
|
|
2018
Q1 | $58K | Hold |
4,500
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q4 | $59K | Hold |
4,500
| – | – | ﹤0.01% | 1444 |
|
|
2017
Q3 | $57K | Hold |
4,500
| – | – | ﹤0.01% | 1440 |
|
|
2017
Q2 | $86K | Hold |
4,500
| – | – | ﹤0.01% | 1363 |
|
|
2017
Q1 | $85K | Sell |
4,500
-500
| -10% | -$9.69K | ﹤0.01% | 1381 |
|
|
2016
Q4 | $99K | Buy |
5,000
+1,000
| +25% | +$18.9K | ﹤0.01% | 1346 |
|
|
2016
Q3 | $67K | Hold |
4,000
| – | – | ﹤0.01% | 1376 |
|
|
2016
Q2 | $70K | Hold |
4,000
| – | – | ﹤0.01% | 1358 |
|
|
2016
Q1 | $72K | Buy |
+4,000
| New | +$64.8K | ﹤0.01% | 1368 |
|
Other funds holding MSTR
VPM
VCM
Nisa Investment Advisors's MSTR Position: Q1 2026 in Review
Nisa Investment Advisors increased its Strategy Inc (MSTR) stake by 293% in Q1 2026, buying an estimated $3.4M and bringing the position to 31,922 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #438.
Nisa Investment Advisors first reported a position in MSTR in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.62M in Q3 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.
- Nisa Investment Advisors held 31,922 shares of Strategy Inc worth $3.98M as of Q1 2026.
- Nisa Investment Advisors bought 23,792 Strategy Inc shares in Q1 2026, an estimated $3.4M.
- Strategy Inc made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #438 holding.
- Nisa Investment Advisors first reported a position in Strategy Inc in Q1 2016 and has held it in 41 quarters since.
- Nisa Investment Advisors's Strategy Inc position peaked at $8.62M in Q3 2025.
- 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.