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Savvy Advisors Inc’s Strategy Inc MSTR Stock Holding History

Savvy Advisors Inc’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 		$339K Sell
3,904
-73
-2% -$10.6K 0.01% 937
2026
Q1 		$496K Sell
3,977
-110
-3% -$15.7K 0.01% 673
2025
Q4 		$621K Buy
4,087
+1,077
+36% +$248K 0.02% 497
2025
Q3 		$970K Buy
3,010
+278
+10% +$103K 0.04% 275
2025
Q2 		$1.1M Buy
2,732
+837
+44% +$305K 0.07% 204
2025
Q1 		$546K Buy
+1,895
New +$602K 0.05% 276

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

Savvy Advisors Inc's MSTR Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Strategy Inc (MSTR) stake by 1.8% in Q2 2026, selling an estimated $10.6K and leaving 3,904 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #937.

Savvy Advisors Inc first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Savvy Advisors Inc held 3,904 shares of Strategy Inc worth $339K as of Q2 2026.
  • Savvy Advisors Inc sold 73 Strategy Inc shares in Q2 2026, an estimated $10.6K.
  • Strategy Inc made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #937 holding.
  • Savvy Advisors Inc first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Strategy Inc position peaked at $1.1M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.