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Steward Partners Investment Advisory’s Strategy Inc MSTR Stock Holding History

Steward Partners Investment Advisory’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 		$1.26M Buy
10,080
+1,122
+13% +$160K 0.01% 1042
2025
Q4 		$1.36M Sell
8,958
-4,892
-35% -$1.13M 0.01% 931
2025
Q3 		$4.46M Buy
13,850
+114
+0.8% +$42.3K 0.03% 495
2025
Q2 		$5.55M Buy
13,736
+3,846
+39% +$1.4M 0.04% 399
2025
Q1 		$2.85M Buy
9,890
+2,222
+29% +$706K 0.03% 544
2024
Q4 		$2.22M Buy
7,668
+2,674
+54% +$805K 0.02% 606
2024
Q3 		$842K Buy
4,994
+1,914
+62% +$274K 0.01% 919
2024
Q2 		$424K Buy
3,080
+1,440
+88% +$207K ﹤0.01% 1129
2024
Q1 		$280K Buy
1,640
+740
+82% +$67.5K ﹤0.01% 1288
2023
Q4 		$56.8K Buy
900
+640
+246% +$30.3K ﹤0.01% 1926
2023
Q3 		$8.54K Buy
260
+210
+420% +$7.91K ﹤0.01% 2653
2023
Q2 		$1.71K Hold
50
– – ﹤0.01% 3057
2023
Q1 		$1.46K Hold
50
– – ﹤0.01% 3073
2022
Q4 		$708 Hold
50
– – ﹤0.01% 3159
2022
Q3 		$1K Hold
50
– – ﹤0.01% 3141
2022
Q2 		$1K Hold
50
– – ﹤0.01% 3138
2022
Q1 		$2K Sell
50
-500
-91% -$21.6K ﹤0.01% 3096
2021
Q4 		$30K Sell
550
-1,000
-65% -$68.7K ﹤0.01% 2145
2021
Q3 		$90K Buy
1,550
+50
+3% +$3.21K ﹤0.01% 1599
2021
Q2 		$100K Buy
1,500
+50
+3% +$2.96K ﹤0.01% 2291
2021
Q1 		$98.4K Buy
1,450
+450
+45% +$31.8K ﹤0.01% 1633
2020
Q4 		$39K Buy
+1,000
New +$23.4K ﹤0.01% 1789

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

Steward Partners Investment Advisory's MSTR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Strategy Inc (MSTR) stake by 13% in Q1 2026, buying an estimated $160K and bringing the position to 10,080 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1042.

Steward Partners Investment Advisory first reported a position in MSTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.55M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Steward Partners Investment Advisory held 10,080 shares of Strategy Inc worth $1.26M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,122 Strategy Inc shares in Q1 2026, an estimated $160K.
  • Strategy Inc made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1042 holding.
  • Steward Partners Investment Advisory first reported a position in Strategy Inc in Q4 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Strategy Inc position peaked at $5.55M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.