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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
2025
Q4 		– Sell
-7,000
Closed -$333K – 1076
2025
Q3 		$333K Buy
+7,000
New +$2.6M ﹤0.01% 770

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
National Bank of Canada
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.