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Sigma Planning Corp’s Strategy Inc MSTR Stock Holding History

Sigma Planning Corp’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 		$1.21M Buy
9,670
+2,251
+30% +$322K 0.03% 497
2025
Q4 		$1.16M Sell
7,419
-64
-0.9% -$14.7K 0.03% 486
2025
Q3 		$2.41M Buy
7,483
+746
+11% +$277K 0.07% 280
2025
Q2 		$2.72M Buy
6,737
+18
+0.3% +$6.56K 0.08% 243
2025
Q1 		$1.94M Buy
6,719
+1,002
+18% +$318K 0.06% 294
2024
Q4 		$1.66M Buy
5,717
+1,219
+27% +$367K 0.05% 330
2024
Q3 		$758K Buy
4,498
+708
+19% +$101K 0.02% 587
2024
Q2 		$522K Buy
3,790
+20
+0.5% +$2.88K 0.02% 709
2024
Q1 		$643K Buy
+3,770
New +$344K 0.02% 664
2022
Q2 		– Sell
-20,400
Closed -$992K – 1380
2022
Q1 		$992K Sell
20,400
-150
-0.7% -$6.49K 0.03% 540
2021
Q4 		$1.12M Buy
20,550
+130
+0.6% +$8.94K 0.03% 508
2021
Q3 		$1.18M Buy
+20,420
New +$1.31M 0.04% 487
2021
Q2 		– Sell
-8,220
Closed -$558K – 1468
2021
Q1 		$558K Buy
+8,220
New +$581K 0.02% 722

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

Sigma Planning Corp's MSTR Position: Q1 2026 in Review

Sigma Planning Corp increased its Strategy Inc (MSTR) stake by 30% in Q1 2026, buying an estimated $322K and bringing the position to 9,670 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #497.

Sigma Planning Corp first reported a position in MSTR in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.72M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Sigma Planning Corp held 9,670 shares of Strategy Inc worth $1.21M as of Q1 2026.
  • Sigma Planning Corp bought 2,251 Strategy Inc shares in Q1 2026, an estimated $322K.
  • Strategy Inc made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #497 holding.
  • Sigma Planning Corp first reported a position in Strategy Inc in Q1 2021 and has held it in 13 quarters since.
  • Sigma Planning Corp's Strategy Inc position peaked at $2.72M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.