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Signal Advisors Wealth’s Strategy Inc MSTR Stock Holding History

Signal Advisors Wealth’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 		$993K Buy
7,959
+669
+9% +$95.6K 0.07% 237
2025
Q4 		$1.11M Buy
7,290
+282
+4% +$64.9K 0.09% 180
2025
Q3 		$2.26M Buy
7,008
+727
+12% +$270K 0.2% 101
2025
Q2 		$2.54M Buy
6,281
+2,696
+75% +$982K 0.2% 111
2025
Q1 		$1.03M Buy
3,585
+806
+29% +$256K 0.1% 184
2024
Q4 		$805K Buy
+2,779
New +$836K 0.09% 207

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

Signal Advisors Wealth's MSTR Position: Q1 2026 in Review

Signal Advisors Wealth increased its Strategy Inc (MSTR) stake by 9.2% in Q1 2026, buying an estimated $95.6K and bringing the position to 7,959 shares worth $993K. The position accounts for 0.07% of the portfolio, ranked #237.

Signal Advisors Wealth first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Signal Advisors Wealth held 7,959 shares of Strategy Inc worth $993K as of Q1 2026.
  • Signal Advisors Wealth bought 669 Strategy Inc shares in Q1 2026, an estimated $95.6K.
  • Strategy Inc made up 0.07% of Signal Advisors Wealth's portfolio in Q1 2026, its #237 holding.
  • Signal Advisors Wealth first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Signal Advisors Wealth's Strategy Inc position peaked at $2.54M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.