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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
2024
Q2 		– Sell
-1,000
Closed -$170K – 392
2024
Q1 		$170K Buy
+1,000
New +$91.2K 0.03% 335

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

Perennial Investment Advisors's MSTR Position: Q1 2026 in Review

Perennial Investment Advisors increased its Strategy Inc (MSTR) stake by 1.1% in Q1 2026, buying an estimated $8.58K and bringing the position to 5,381 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #246.

Perennial Investment Advisors first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.5M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Perennial Investment Advisors held 5,381 shares of Strategy Inc worth $672K as of Q1 2026.
  • Perennial Investment Advisors bought 60 Strategy Inc shares in Q1 2026, an estimated $8.58K.
  • Strategy Inc made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #246 holding.
  • Perennial Investment Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • Perennial Investment Advisors's Strategy Inc position peaked at $2.5M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.