Prime Capital Investment Advisors’s Strategy Inc MSTR Stock Holding History

Prime Capital 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	$206K	Sell	2,365 -477	-17%	-$69.2K	﹤0.01%	1017
2026 Q1	$355K	Sell	2,842 -285	-9%	-$40.7K	﹤0.01%	783
2025 Q4	$475K	Sell	3,127 -1,637	-34%	-$377K	0.01%	676
2025 Q3	$1.53M	Buy	4,764 +843	+21%	+$313K	0.02%	389
2025 Q2	$1.58M	Sell	3,921 -217	-5%	-$79K	0.02%	369
2025 Q1	$1.19M	Buy	4,138 +1,826	+79%	+$580K	0.01%	465
2024 Q4	$670K	Buy	+2,312	New	+$696K	0.01%	503
2024 Q2	–	Sell	-1,260	Closed	-$215K	–	996
2024 Q1	$215K	Buy	+1,260	New	+$115K	﹤0.01%	907

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

Prime Capital Investment Advisors's MSTR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Strategy Inc (MSTR) stake by 17% in Q2 2026, selling an estimated $69.2K and leaving 2,365 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Prime Capital Investment Advisors first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2025. 590 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Prime Capital Investment Advisors held 2,365 shares of Strategy Inc worth $206K as of Q2 2026.
Prime Capital Investment Advisors sold 477 Strategy Inc shares in Q2 2026, an estimated $69.2K.
Strategy Inc made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1017 holding.
Prime Capital Investment Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
Prime Capital Investment Advisors's Strategy Inc position peaked at $1.58M in Q2 2025.
590 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.