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Realta Investment Advisors’s Strategy Inc MSTR Stock Holding History

Realta 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 		$1.75M Buy
20,094
+1,262
+7% +$183K 0.54% 47
2026
Q1 		$2.35M Buy
18,832
+2,232
+13% +$319K 0.82% 29
2025
Q4 		$2.52M Buy
16,600
+955
+6% +$220K 0.83% 26
2025
Q3 		$5.04M Sell
15,645
-2,102
-12% -$780K 1.69% 13
2025
Q2 		$7.17M Buy
17,747
+14
+0.1% +$5.1K 2.83% 4
2025
Q1 		$5.11M Buy
17,733
+2,971
+20% +$943K 2.33% 6
2024
Q4 		$5.01M Buy
14,762
+2,456
+20% +$739K 2.05% 8
2024
Q3 		$2.48M Sell
12,306
-4,584
-27% -$655K 1.14% 18
2024
Q2 		$2.33M Buy
16,890
+6,040
+56% +$870K 0.46% 44
2024
Q1 		$1.85M Sell
10,850
-42,730
-80% -$3.9M 0.38% 58
2023
Q4 		$3.38M Buy
53,580
+2,910
+6% +$138K 0.76% 18
2023
Q3 		$1.74M Hold
50,670
– – 0.4% 51
2023
Q2 		$1.74M Sell
50,670
-30
-0.1% -$909 0.38% 55
2023
Q1 		$1.48M Buy
50,700
+2,620
+5% +$63.9K 0.36% 71
2022
Q4 		$681K Sell
48,080
-100
-0.2% -$2.04K 0.17% 144
2022
Q3 		$1.02M Buy
48,180
+30
+0.1% +$752 0.27% 89
2022
Q2 		$803K Sell
48,150
-4,930
-9% -$143K 0.2% 121
2022
Q1 		$2.58M Sell
53,080
-6,590
-11% -$285K 0.51% 32
2021
Q4 		$3.25M Sell
59,670
-1,590
-3% -$109K 0.71% 26
2021
Q3 		$3.54M Buy
61,260
+8,690
+17% +$557K 0.84% 20
2021
Q2 		$3.49M Buy
52,570
+3,200
+6% +$189K 0.83% 21
2021
Q1 		$3.35M Buy
+49,370
New +$3.49M 0.88% 17

Other funds holding MSTR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

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

Realta Investment Advisors increased its Strategy Inc (MSTR) stake by 6.7% in Q2 2026, buying an estimated $183K and bringing the position to 20,094 shares worth $1.75M. The position accounts for 0.54% of the portfolio, ranked #47.

Realta Investment Advisors first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.17M in Q2 2025. 328 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Realta Investment Advisors held 20,094 shares of Strategy Inc worth $1.75M as of Q2 2026.
  • Realta Investment Advisors bought 1,262 Strategy Inc shares in Q2 2026, an estimated $183K.
  • Strategy Inc made up 0.54% of Realta Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Realta Investment Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Realta Investment Advisors's Strategy Inc position peaked at $7.17M in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.