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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 		$8.69K Buy
+100
New +$14.5K ﹤0.01% 2158

Other funds holding MSTR

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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. 111 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.
  • 111 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.