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Parallel Advisors’s Strategy Inc MSTR Stock Holding History

Parallel 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
Q1 		$440K Buy
3,521
+48
+1% +$6.86K 0.01% 774
2025
Q4 		$528K Buy
3,473
+350
+11% +$80.6K 0.01% 663
2025
Q3 		$1.01M Sell
3,123
-908
-23% -$337K 0.02% 431
2025
Q2 		$1.63M Buy
4,031
+21
+0.5% +$7.65K 0.03% 311
2025
Q1 		$1.16M Buy
4,010
+373
+10% +$118K 0.03% 368
2024
Q4 		$1.05M Buy
3,637
+2,516
+224% +$757K 0.02% 384
2024
Q3 		$189K Sell
1,121
-7,309
-87% -$1.04M ﹤0.01% 950
2024
Q2 		$1.16M Buy
8,430
+7,460
+769% +$1.07M 0.03% 335
2024
Q1 		$165K Sell
970
-350
-27% -$31.9K ﹤0.01% 935
2023
Q4 		$83.4K Buy
1,320
+310
+31% +$14.7K ﹤0.01% 1189
2023
Q3 		$33.2K Buy
1,010
+520
+106% +$19.6K ﹤0.01% 1595
2023
Q2 		$16.8K Hold
490
– – ﹤0.01% 1933
2023
Q1 		$14.3K Hold
490
– – ﹤0.01% 1988
2022
Q4 		$6.94K Hold
490
– – ﹤0.01% 2187
2022
Q3 		$10K Sell
490
-300
-38% -$7.52K ﹤0.01% 2000
2022
Q2 		$13K Sell
790
-1,300
-62% -$37.6K ﹤0.01% 1874
2022
Q1 		$105K Sell
2,090
-1,500
-42% -$64.9K ﹤0.01% 973
2021
Q4 		$195K Buy
3,590
+2,810
+360% +$193K 0.01% 760
2021
Q3 		$45K Buy
780
+20
+3% +$1.28K ﹤0.01% 1325
2021
Q2 		$51K Sell
760
-290
-28% -$17.2K ﹤0.01% 1241
2021
Q1 		$71K Buy
1,050
+300
+40% +$21.2K ﹤0.01% 1024
2020
Q4 		$29K Buy
750
+380
+103% +$8.87K ﹤0.01% 1339
2020
Q3 		$6K Buy
370
+270
+270% +$3.65K ﹤0.01% 1954
2020
Q2 		$1K Buy
+100
New +$1.22K ﹤0.01% 2340

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors's MSTR Position: Q1 2026 in Review

Parallel Advisors increased its Strategy Inc (MSTR) stake by 1.4% in Q1 2026, buying an estimated $6.86K and bringing the position to 3,521 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #774.

Parallel Advisors first reported a position in MSTR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Parallel Advisors held 3,521 shares of Strategy Inc worth $440K as of Q1 2026.
  • Parallel Advisors bought 48 Strategy Inc shares in Q1 2026, an estimated $6.86K.
  • Strategy Inc made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #774 holding.
  • Parallel Advisors first reported a position in Strategy Inc in Q2 2020 and has held it in 24 quarters since.
  • Parallel Advisors's Strategy Inc position peaked at $1.63M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.