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United Asset Strategies’s Strategy Inc MSTR Stock Holding History

United Asset Strategies’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 		$348K Sell
3,999
-550
-12% -$79.8K 0.02% 229
2026
Q1 		$568K Buy
4,549
+544
+14% +$77.8K 0.05% 188
2025
Q4 		$609K Buy
4,005
+120
+3% +$27.6K 0.05% 184
2025
Q3 		$1.25M Buy
3,885
+2,305
+146% +$855K 0.1% 124
2025
Q2 		$639K Buy
+1,580
New +$576K 0.05% 175

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

United Asset Strategies's MSTR Position: Q2 2026 in Review

United Asset Strategies reduced its Strategy Inc (MSTR) stake by 12% in Q2 2026, selling an estimated $79.8K and leaving 3,999 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #229.

United Asset Strategies first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2025. 590 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • United Asset Strategies held 3,999 shares of Strategy Inc worth $348K as of Q2 2026.
  • United Asset Strategies sold 550 Strategy Inc shares in Q2 2026, an estimated $79.8K.
  • Strategy Inc made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #229 holding.
  • United Asset Strategies first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • United Asset Strategies's Strategy Inc position peaked at $1.25M in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.