Private Advisory Group
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Private Advisory Group’s Strategy Inc MSTR Stock Holding History

Private Advisory Group’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
Q3 		$217K Buy
+1,420
New +$164K 0.01% 307
2025
Q3 		– Sell
-5,991
Closed -$2.42M – 236
2025
Q2 		$2.42M Buy
+5,991
New +$2.18M 0.22% 77

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Private Advisory Group's MSTR Position: Q3 2026 in Review

Private Advisory Group opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,420 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in MSTR as recently as Q2 2025.

Private Advisory Group first reported a position in MSTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.42M in Q2 2025. 769 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Private Advisory Group held 1,420 shares of Strategy Inc worth $217K as of Q3 2026.
  • Strategy Inc was a new Private Advisory Group position in Q3 2026.
  • Strategy Inc made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #307 holding.
  • Private Advisory Group first reported a position in Strategy Inc in Q2 2025 and has held it in 2 quarters since.
  • Private Advisory Group's Strategy Inc position peaked at $2.42M in Q2 2025.
  • 769 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.