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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
Q1 		– Sell
-17,100
Closed -$60.8K – 2588
2025
Q4 		$60.8K Buy
+17,100
New +$3.94M ﹤0.01% 2372
2025
Q3 		– Sell
-6,600
Closed -$328K – 2505
2025
Q2 		$328K Buy
+6,600
New +$2.4M ﹤0.01% 1861

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

Sanctuary Advisors's MSTR Position: Q1 2026 in Review

Sanctuary Advisors reduced its Strategy Inc (MSTR) stake by 3% in Q1 2026, selling an estimated $66.3K and leaving 15,132 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #982.

Sanctuary Advisors first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.16M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Sanctuary Advisors held 15,132 shares of Strategy Inc worth $1.89M as of Q1 2026.
  • Sanctuary Advisors sold 464 Strategy Inc shares in Q1 2026, an estimated $66.3K.
  • Strategy Inc made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #982 holding.
  • Sanctuary Advisors first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Strategy Inc position peaked at $7.16M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.