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Soltis Investment Advisors’s Strategy Inc MSTR Stock Holding History

Soltis Investment 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
Q1 		$372K Buy
2,979
+208
+8% +$29.7K 0.02% 394
2025
Q4 		$421K Sell
2,771
-858
-24% -$198K 0.03% 350
2025
Q3 		$1.17M Buy
3,629
+2,767
+321% +$1.03M 0.08% 188
2025
Q2 		$349K Sell
862
-27
-3% -$9.84K 0.03% 298
2025
Q1 		$256K Buy
889
+94
+12% +$29.8K 0.02% 320
2024
Q4 		$230K Buy
+795
New +$239K 0.02% 333

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

Soltis Investment Advisors's MSTR Position: Q1 2026 in Review

Soltis Investment Advisors increased its Strategy Inc (MSTR) stake by 7.5% in Q1 2026, buying an estimated $29.7K and bringing the position to 2,979 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #394.

Soltis Investment Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Soltis Investment Advisors held 2,979 shares of Strategy Inc worth $372K as of Q1 2026.
  • Soltis Investment Advisors bought 208 Strategy Inc shares in Q1 2026, an estimated $29.7K.
  • Strategy Inc made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #394 holding.
  • Soltis Investment Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Soltis Investment Advisors's Strategy Inc position peaked at $1.17M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.