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Sequoia Financial Advisors’s Strategy Inc MSTR Stock Holding History

Sequoia Financial 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 		$775K Sell
8,916
-3,800
-30% -$552K ﹤0.01% 1070
2026
Q1 		$1.59M Buy
12,716
+5,290
+71% +$756K 0.01% 692
2025
Q4 		$1.13M Buy
7,426
+658
+10% +$151K 0.01% 826
2025
Q3 		$2.18M Sell
6,768
-319
-5% -$118K 0.01% 494
2025
Q2 		$2.86M Buy
7,087
+392
+6% +$143K 0.02% 394
2025
Q1 		$1.93M Buy
6,695
+760
+13% +$241K 0.01% 443
2024
Q4 		$1.72M Buy
5,935
+1,089
+22% +$328K 0.02% 444
2024
Q3 		$817K Buy
4,846
+1,886
+64% +$270K 0.01% 602
2024
Q2 		$408K Buy
2,960
+750
+34% +$108K ﹤0.01% 771
2024
Q1 		$377K Buy
+2,210
New +$201K ﹤0.01% 781

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

Sequoia Financial Advisors's MSTR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Strategy Inc (MSTR) stake by 30% in Q2 2026, selling an estimated $552K and leaving 8,916 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Sequoia Financial Advisors first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.86M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sequoia Financial Advisors held 8,916 shares of Strategy Inc worth $775K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,800 Strategy Inc shares in Q2 2026, an estimated $552K.
  • Strategy Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1070 holding.
  • Sequoia Financial Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Strategy Inc position peaked at $2.86M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.