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Innovative Advisory Group, LLC’s Strategy Inc MSTR Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,646
Closed -$235K – 150
2025
Q4 		$250K Buy
1,646
+139
+9% +$32K 0.16% 34
2025
Q3 		$486K Sell
1,507
-15
-1% -$5.57K 0.3% 30
2025
Q2 		$615K Buy
1,522
+269
+21% +$98K 0.52% 22
2025
Q1 		$361K Sell
1,253
-253
-17% -$80.3K 0.34% 23
2024
Q4 		$436K Buy
+1,506
New +$453K 0.38% 23

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 $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's MSTR Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,646 shares — an estimated $235K sold.

Innovative Advisory Group, LLC first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $615K in Q2 2025. 945 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,646 Strategy Inc shares in Q1 2026, an estimated $235K.
  • Innovative Advisory Group, LLC first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Strategy Inc position peaked at $615K in Q2 2025.
  • 945 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.