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Snowden Capital Advisors’s Strategy Inc MSTR Stock Holding History

Snowden Capital 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 		$422K Buy
+4,850
New +$704K 0.01% 920
2025
Q4 		– Sell
-1,301
Closed -$419K – 1304
2025
Q3 		$419K Sell
1,301
-45
-3% -$16.7K 0.01% 871
2025
Q2 		$544K Buy
1,346
+114
+9% +$41.5K 0.02% 727
2025
Q1 		$355K Buy
1,232
+138
+13% +$43.8K 0.01% 904
2024
Q4 		$317K Buy
+1,094
New +$329K 0.01% 958

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

Snowden Capital Advisors's MSTR Position: Q2 2026 in Review

Snowden Capital Advisors opened a new position in Strategy Inc (MSTR) in Q2 2026: 4,850 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in MSTR as recently as Q3 2025.

Snowden Capital Advisors first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $544K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Snowden Capital Advisors held 4,850 shares of Strategy Inc worth $422K as of Q2 2026.
  • Strategy Inc was a new Snowden Capital Advisors position in Q2 2026.
  • Strategy Inc made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #920 holding.
  • Snowden Capital Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • Snowden Capital Advisors's Strategy Inc position peaked at $544K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.