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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
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

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's MSTR Position: Q1 2026 in Review

Sage Mountain Advisors increased its Strategy Inc (MSTR) stake by 30% in Q1 2026, buying an estimated $258K and bringing the position to 7,787 shares worth $972K. The position accounts for 0.07% of the portfolio, ranked #95.

Sage Mountain Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Sage Mountain Advisors held 7,787 shares of Strategy Inc worth $972K as of Q1 2026.
  • Sage Mountain Advisors bought 1,802 Strategy Inc shares in Q1 2026, an estimated $258K.
  • Strategy Inc made up 0.07% of Sage Mountain Advisors's portfolio in Q1 2026, its #95 holding.
  • Sage Mountain Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Sage Mountain Advisors's Strategy Inc position peaked at $1.39M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.