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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
Q2 		$994K Buy
11,430
+3,471
+44% +$504K 0.05% 279
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 $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

Signal Advisors Wealth's MSTR Position: Q2 2026 in Review

Signal Advisors Wealth increased its Strategy Inc (MSTR) stake by 44% in Q2 2026, buying an estimated $504K and bringing the position to 11,430 shares worth $994K. The position accounts for 0.05% of the portfolio, ranked #279.

Signal Advisors Wealth first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Signal Advisors Wealth held 11,430 shares of Strategy Inc worth $994K as of Q2 2026.
  • Signal Advisors Wealth bought 3,471 Strategy Inc shares in Q2 2026, an estimated $504K.
  • Strategy Inc made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #279 holding.
  • Signal Advisors Wealth first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Signal Advisors Wealth's Strategy Inc position peaked at $2.54M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.