OneDigital Investment Advisors’s Strategy Inc MSTR Stock Holding History

OneDigital Investment 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	$595K	Buy	6,839 +1,961	+40%	+$285K	0.01%	969
2026 Q1	$609K	Buy	4,878 +3,406	+231%	+$487K	0.01%	870
2025 Q4	$224K	Sell	1,472 -168	-10%	-$38.7K	﹤0.01%	1384
2025 Q3	$528K	Buy	1,640 +830	+102%	+$308K	0.01%	904
2025 Q2	$327K	Sell	810 -101	-11%	-$36.8K	﹤0.01%	1112
2025 Q1	$263K	Sell	911 -759	-45%	-$241K	﹤0.01%	1188
2024 Q4	$484K	Buy	+1,670	New	+$503K	0.01%	903
2024 Q3	–	Sell	-2,020	Closed	-$278K	–	1454
2024 Q2	$278K	Buy	2,020 +370	+22%	+$53.3K	﹤0.01%	1143
2024 Q1	$281K	Buy	+1,650	New	+$150K	﹤0.01%	930

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

OneDigital Investment Advisors's MSTR Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Strategy Inc (MSTR) stake by 40% in Q2 2026, buying an estimated $285K and bringing the position to 6,839 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #969.

OneDigital Investment Advisors first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $609K in Q1 2026. 590 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

OneDigital Investment Advisors held 6,839 shares of Strategy Inc worth $595K as of Q2 2026.
OneDigital Investment Advisors bought 1,961 Strategy Inc shares in Q2 2026, an estimated $285K.
Strategy Inc made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #969 holding.
OneDigital Investment Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Strategy Inc position peaked at $609K in Q1 2026.
590 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.