Strategic Advocates’s Strategy Inc MSTR Stock Holding History

Strategic Advocates’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	$65.5K	Sell	754 -152	-17%	-$22.1K	0.25%	73
2026 Q1	$113K	Sell	906 -6,906	-88%	-$987K	0.5%	46
2025 Q4	$1.22M	Buy	7,812 +122	+2%	+$28.1K	0.31%	47
2025 Q3	$2.48M	Sell	7,690 -304	-4%	-$113K	0.65%	26
2025 Q2	$3.23M	Buy	7,994 +141	+2%	+$51.4K	0.96%	20
2025 Q1	$2.26M	Buy	7,853 +403	+5%	+$128K	0.79%	21
2024 Q4	$2.16M	Sell	7,450 -1,301	-15%	-$391K	0.73%	24
2024 Q3	$1.48M	Buy	8,751 +4,841	+124%	+$692K	0.53%	30
2024 Q2	$539K	Buy	3,910 +1,660	+74%	+$239K	0.21%	63
2024 Q1	$384K	Buy	+2,250	New	+$205K	0.15%	79

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Advocates's MSTR Position: Q2 2026 in Review

Strategic Advocates reduced its Strategy Inc (MSTR) stake by 17% in Q2 2026, selling an estimated $22.1K and leaving 754 shares worth $65.5K. The position accounts for 0.25% of the portfolio, ranked #73.

Strategic Advocates first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.23M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Strategic Advocates held 754 shares of Strategy Inc worth $65.5K as of Q2 2026.
Strategic Advocates sold 152 Strategy Inc shares in Q2 2026, an estimated $22.1K.
Strategy Inc made up 0.25% of Strategic Advocates's portfolio in Q2 2026, its #73 holding.
Strategic Advocates first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Strategic Advocates's Strategy Inc position peaked at $3.23M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.