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Powell Investment Advisors’s Strategy Inc MSTR Stock Holding History

Powell 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 		– Sell
-1,714
Closed -$214K – 173
2026
Q1 		$214K Buy
+1,714
New +$245K 0.07% 127
2025
Q4 		– Sell
-1,197
Closed -$386K – 173
2025
Q3 		$386K Sell
1,197
-62
-5% -$23K 0.13% 96
2025
Q2 		$509K Buy
1,259
+59
+5% +$21.5K 0.19% 74
2025
Q1 		$346K Buy
+1,200
New +$381K 0.17% 78

Other funds holding MSTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Powell Investment Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,714 shares — an estimated $214K sold.

Powell Investment Advisors first reported a position in MSTR in Q1 2025 and held it in 4 quarters. The position peaked at $509K in Q2 2025. 309 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Powell Investment Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Powell Investment Advisors sold 1,714 Strategy Inc shares in Q2 2026, an estimated $214K.
  • Powell Investment Advisors first reported a position in Strategy Inc in Q1 2025 and held it in 4 quarters.
  • Powell Investment Advisors's Strategy Inc position peaked at $509K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.