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Perennial Investment Advisors’s Strategy Inc MSTR Stock Holding History

Perennial 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 		$450K Sell
5,171
-210
-4% -$30.5K 0.03% 342
2026
Q1 		$672K Buy
5,381
+60
+1% +$8.58K 0.05% 246
2025
Q4 		$809K Buy
5,321
+81
+2% +$18.6K 0.06% 217
2025
Q3 		$1.69M Sell
5,240
-942
-15% -$349K 0.14% 128
2025
Q2 		$2.5M Sell
6,182
-779
-11% -$284K 0.24% 85
2025
Q1 		$2.01M Buy
6,961
+1,138
+20% +$361K 0.23% 83
2024
Q4 		$1.69M Buy
5,823
+834
+17% +$251K 0.2% 92
2024
Q3 		$841K Buy
4,989
+429
+9% +$61.3K 0.11% 163
2024
Q2 		$628K Buy
4,560
+3,250
+248% +$468K 0.09% 171
2024
Q1 		$223K Buy
+1,310
New +$119K 0.03% 303
2022
Q4 		– Sell
-9,680
Closed -$205K – 227
2022
Q3 		$205K Buy
+9,680
New +$243K 0.09% 180
2022
Q2 		– Sell
-9,680
Closed -$469K – 214
2022
Q1 		$469K Sell
9,680
-1,250
-11% -$54.1K 0.15% 121
2021
Q4 		$596K Sell
10,930
-130
-1% -$8.94K 0.19% 100
2021
Q3 		$640K Buy
11,060
+240
+2% +$15.4K 0.23% 95
2021
Q2 		$719K Sell
10,820
-700
-6% -$41.4K 0.26% 84
2021
Q1 		$782K Buy
+11,520
New +$814K 0.31% 70

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

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

Perennial Investment Advisors reduced its Strategy Inc (MSTR) stake by 3.9% in Q2 2026, selling an estimated $30.5K and leaving 5,171 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #342.

Perennial Investment Advisors first reported a position in MSTR in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.5M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Perennial Investment Advisors held 5,171 shares of Strategy Inc worth $450K as of Q2 2026.
  • Perennial Investment Advisors sold 210 Strategy Inc shares in Q2 2026, an estimated $30.5K.
  • Strategy Inc made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #342 holding.
  • Perennial Investment Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 16 quarters since.
  • Perennial Investment Advisors's Strategy Inc position peaked at $2.5M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.