Sage Mountain Advisors
MSTR icon

Sage Mountain Advisors’s Strategy Inc MSTR Stock Holding History

Sage Mountain 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
Q3 		$1.48M Hold
9,697
– – 0.09% 86
2026
Q2 		$843K Buy
9,697
+1,910
+25% +$277K 0.05% 105
2026
Q1 		$972K Buy
7,787
+1,802
+30% +$258K 0.07% 95
2025
Q4 		$909K Buy
5,985
+1,675
+39% +$386K 0.05% 178
2025
Q3 		$1.39M Buy
4,310
+1,103
+34% +$409K 0.08% 127
2025
Q2 		$1.3M Buy
3,207
+1,465
+84% +$534K 0.08% 114
2025
Q1 		$502K Sell
1,742
-428
-20% -$136K 0.04% 222
2024
Q4 		$628K Buy
+2,170
New +$653K 0.05% 173

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Sage Mountain Advisors's MSTR Position: Q3 2026 in Review

Sage Mountain Advisors held its Strategy Inc (MSTR) position steady in Q3 2026 at 9,697 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #86.

Sage Mountain Advisors first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Sage Mountain Advisors held 9,697 shares of Strategy Inc worth $1.48M as of Q3 2026.
  • Sage Mountain Advisors left its Strategy Inc share count unchanged in Q3 2026.
  • Strategy Inc made up 0.09% of Sage Mountain Advisors's portfolio in Q3 2026, its #86 holding.
  • Sage Mountain Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • 515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.