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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
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

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 $3.37T AUM 44.26% 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

Sage Mountain Advisors's MSTR Position: Q2 2026 in Review

Sage Mountain Advisors increased its Strategy Inc (MSTR) stake by 25% in Q2 2026, buying an estimated $277K and bringing the position to 9,697 shares worth $843K. The position accounts for 0.05% of the portfolio, ranked #105.

Sage Mountain Advisors first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sage Mountain Advisors held 9,697 shares of Strategy Inc worth $843K as of Q2 2026.
  • Sage Mountain Advisors bought 1,910 Strategy Inc shares in Q2 2026, an estimated $277K.
  • Strategy Inc made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #105 holding.
  • Sage Mountain Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Sage Mountain Advisors's Strategy Inc position peaked at $1.39M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.