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Sanctuary Advisors’s Strategy Inc MSTR Stock Holding History

Sanctuary 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 		$1.54M Buy
17,769
+2,637
+17% +$383K 0.01% 1184
2026
Q1 		$1.89M Sell
15,132
-464
-3% -$66.3K 0.01% 982
2025
Q4 		$2.37M Sell
15,596
-1,266
-8% -$291K 0.01% 836
2025
Q3 		$5.43M Sell
16,862
-858
-5% -$318K 0.03% 505
2025
Q2 		$7.16M Buy
17,720
+1,886
+12% +$687K 0.04% 403
2025
Q1 		$4.56M Buy
15,834
+1,889
+14% +$600K 0.03% 488
2024
Q4 		$4.74M Sell
13,945
-497
-3% -$150K 0.03% 513
2024
Q3 		$6.09M Buy
14,442
+10,132
+235% +$1.45M 0.04% 443
2024
Q2 		$553K Buy
+4,310
New +$621K ﹤0.01% 1577

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

Sanctuary Advisors's MSTR Position: Q2 2026 in Review

Sanctuary Advisors increased its Strategy Inc (MSTR) stake by 17% in Q2 2026, buying an estimated $383K and bringing the position to 17,769 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #1184.

Sanctuary Advisors first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.16M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sanctuary Advisors held 17,769 shares of Strategy Inc worth $1.54M as of Q2 2026.
  • Sanctuary Advisors bought 2,637 Strategy Inc shares in Q2 2026, an estimated $383K.
  • Strategy Inc made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1184 holding.
  • Sanctuary Advisors first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Strategy Inc position peaked at $7.16M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.