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Transamerica Financial Advisors’s Strategy Inc MSTR Stock Holding History

Transamerica Financial 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 		$1.65K Sell
19
-1
-5% -$145 ﹤0.01% 1353
2026
Q1 		$2.5K Buy
20
+16
+400% +$2.29K ﹤0.01% 1162
2025
Q4 		$608 Buy
+4
New +$921 ﹤0.01% 1331

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

Transamerica Financial Advisors's MSTR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Strategy Inc (MSTR) stake by 5% in Q2 2026, selling an estimated $145 and leaving 19 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Transamerica Financial Advisors first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Transamerica Financial Advisors held 19 shares of Strategy Inc worth $1.65K as of Q2 2026.
  • Transamerica Financial Advisors sold 1 Strategy Inc share in Q2 2026, an estimated $145.
  • Strategy Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1353 holding.
  • Transamerica Financial Advisors first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Strategy Inc position peaked at $2.5K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.