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 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 $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Advocates's MSTR Position: Q1 2026 in Review

Strategic Advocates reduced its Strategy Inc (MSTR) stake by 88% in Q1 2026, selling an estimated $987K and leaving 906 shares worth $113K. The position accounts for 0.5% of the portfolio, ranked #46.

Strategic Advocates first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.23M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Strategic Advocates held 906 shares of Strategy Inc worth $113K as of Q1 2026.
Strategic Advocates sold 6,906 Strategy Inc shares in Q1 2026, an estimated $987K.
Strategy Inc made up 0.5% of Strategic Advocates's portfolio in Q1 2026, its #46 holding.
Strategic Advocates first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Strategic Advocates's Strategy Inc position peaked at $3.23M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.