SAI
MSTR icon

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
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 $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

Savvy Advisors Inc's MSTR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Strategy Inc (MSTR) stake by 2.7% in Q1 2026, selling an estimated $15.7K and leaving 3,977 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #673.

Savvy Advisors Inc first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Savvy Advisors Inc held 3,977 shares of Strategy Inc worth $496K as of Q1 2026.
  • Savvy Advisors Inc sold 110 Strategy Inc shares in Q1 2026, an estimated $15.7K.
  • Strategy Inc made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #673 holding.
  • Savvy Advisors Inc first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Strategy Inc position peaked at $1.1M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

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