Scarborough Advisors’s Strategy Inc MSTR Stock Holding History

Scarborough 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	–	Sell	-1,161	Closed	-$145K	–	476
2026 Q1	$145K	Buy	+1,161	New	+$166K	0.02%	158
2025 Q2	–	Sell	-761	Closed	-$219K	–	487
2025 Q1	$219K	Buy	761 +18	+2%	+$5.71K	0.03%	112
2024 Q4	$215K	Buy	+743	New	+$224K	0.03%	108

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Scarborough Advisors's MSTR Position: Q2 2026 in Review

Scarborough Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,161 shares — an estimated $145K sold.

Scarborough Advisors first reported a position in MSTR in Q4 2024 and held it in 3 quarters. The position peaked at $219K in Q1 2025. 146 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Scarborough Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 1,161 Strategy Inc shares in Q2 2026, an estimated $145K.
Scarborough Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 3 quarters.
Scarborough Advisors's Strategy Inc position peaked at $219K in Q1 2025.
146 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.