Raymond James Financial
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Raymond James Financial’s Strategy Inc MSTR Stock Holding History

Raymond James Financial’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 		$7.2M Sell
82,864
-3,790
-4% -$550K ﹤0.01% 2434
2026
Q1 		$10.8M Buy
86,654
+563
+0.7% +$80.5K ﹤0.01% 1952
2025
Q4 		$13.1M Sell
86,091
-2,230
-3% -$513K ﹤0.01% 1753
2025
Q3 		$28.5M Sell
88,321
-11,576
-12% -$4.29M 0.01% 1168
2025
Q2 		$40.4M Buy
99,897
+9,059
+10% +$3.3M 0.01% 891
2025
Q1 		$26.2M Sell
90,838
-1,942
-2% -$617K 0.01% 1107
2024
Q4 		$26.9M Buy
+92,780
New +$27.9M 0.01% 1112

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial's MSTR Position: Q2 2026 in Review

Raymond James Financial reduced its Strategy Inc (MSTR) stake by 4.4% in Q2 2026, selling an estimated $550K and leaving 82,864 shares worth $7.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Raymond James Financial first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.4M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Raymond James Financial held 82,864 shares of Strategy Inc worth $7.2M as of Q2 2026.
  • Raymond James Financial sold 3,790 Strategy Inc shares in Q2 2026, an estimated $550K.
  • Strategy Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2434 holding.
  • Raymond James Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Strategy Inc position peaked at $40.4M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.